Please Note: Steps 1-4 only need to be completed once,
but must be completed on each computer that will be used
to
e-mail forms to clients.
1. You should NOT
e-mail a file created using the "Save Form" button
to a client. If you do, the client will be prompted for a
username and password
to open the file, and the client will not be able to open
the file.
2. To e-mail a completed
form to a client, you must first download a free program that
allows you to create complete PDF file documents. These documents
can be opened, viewed, and printed by anyone with the Adobe
Reader software. (You must only download this software once.)
3. Go
to www.cutepdf.com and download the "CutePDF Writer". If you
are asked to "Run" or "Save" the file, choose "Run".
4. Follow
the directions to install the software. If prompted to install
a free converter, you should choose Yes to install the converter
program as well.
5. Open
a completed form that you would like to e-mail to a client
(see
Opening and Filling Out Forms Tutorial for more help with
this step).
6. Click
the Print Form button or click the Print button on the toolbar
(see Printing Forms Tutorial for more help with this step).
7. Choose
the CutePDF Printer from the Printer Name drop-down box.
If the CutePDF printer is not an option in the Printer
Name box, go back to step 3 and download the CutePDF
Printer Writer again..
8. Click
the OK button. You are printing
to a software printer which means that the document will
be saved
to a file instead of printing on paper.
9. The
software will ask you to save the file. Type a name for the
file and save the file in an easy-to-locate folder.
10. Open
your e-mail program and attach the file you saved in step
9. Compose your e-mail message and send
the message to your client.
11. Your
client will need the free Adobe Reader program to view and
print the document. This software can be
downloaded for free from www.adobe.com. Your client will not
be able to make changes to the form, but will be able to print
the form, sign it, and fax or mail it back to you.
12. Complete steps 5-11 for each additional form
that you would like to e-mail to a client.
13. If
this process doesn't work and the document is unreadable
please verify:
- That you downloaded AND installed the CutePDF Writer
in steps 3-4 above
- That you and your client have the Adobe Reader program
installed on your computers
- More help with this process is available by e-mailing
us. Please provide a detailed description of any errors
or
issues
that you are experiencing
