WEBVTT

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Whether it is invoices for accounting, reports for
colleagues, or receipts for your tax advisor: in this
tutorial, we set up a profile that automatically sends
new PDF files by email.

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First, give the profile a suitable name.

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On the Monitored folders page, choose which folder is
watched. Every PDF file that arrives there will be sent
automatically from now on.

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Use the Add task button to add the task Send file.

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The task appears in the list. All settings are neatly
organized on tabs - from the recipients and the message
text to the send settings.

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For the recipient, you have three options: a fixed
email address, an address from a placeholder - read
directly from the PDF content - or a mapping via a CSV
file.

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For our example, a fixed address is all we need: every
file goes to accounting. Multiple recipients as well as
CC and BCC are possible, too.

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On the Message tab, you define the subject. Using
placeholders, you can also insert values from the PDF
file here - such as the file name or an invoice number.

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Below that, you enter the message text. If you like,
the message can also be sent as a formatted HTML email.

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By default, emails are sent through the email account
from the program options - via Outlook, SMTP, or
Exchange Online. Alternatively, you can store custom
send settings just for this task here.

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From now on, every new PDF file is delivered
automatically. One final tip: on the remaining tabs,
you can attach additional files or protect the file
with a password before it is sent.