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Intake and Outake Guide

Returning Markups and Comments to Applicant using email


There are two methods to create a PDF for emailing to applicant:  (The applicant needs a PDF reader to view the files you send)
1.   By Printing Method (recommended)
2.   By Publishing Method

Printing to PDF Method  (recommended)
guide_to_return_reviewed_files_back_to_applicants_print_method.pdf
File Size: 742 kb
File Type: pdf
Download File

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1.  Choose File and click on the markups icon (new files do not have markup icon) next to the appropriate file name. 2.  The "View Markup List"  screen appears showing all associated markups for that file.  Check “View” for the most recent markup for each “Author”.  Next click on "View/Edit" at the bottom of the markup page.  
3.  Click on the "Print Icon".

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3.  Click on the "Print Icon".
4.  On dropdown list choose "Print"

5.  On “Print” Popup  choose  “Printer Setup”  to make sure you have the PDF printer choosen

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Click on Image to Enlarge
6.    On “Printer Setup”  make sure you choose a PDF printer. 
NOTE:  On this step, if you don’t have a PDF printer we recommend  doPDF.   It is Free and works  100% of the time.  Download doPDF Version 8 
7.    Choose the appropriate PDF printer (see note on step 6)  from the dropdown list on your local network.
8.    Click on "OK" to proceed

9.    Browse to  your “save to”  folder on your local computer/network for later retrieval for emailing.
10.  Click on “ OK”.  

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An alternative method to attaching a file to your own email  is to use a cloud service like Dropbox, Google Drive or Hightail.
Hightail works well for emailing a single file, is simple to use and integrates with Outlook.
Hightail also has a free version. 

Publishing Method
how_to_return_reviewed_files_to_applicants_publish_method.pdf
File Size: 886 kb
File Type: pdf
Download File

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Click on Image to Enlarge
1.  Choose File and click on the markups icon (new files do not have markup icon) next to the appropriate file name. 2.  The "View Markup List"  screen appears showing all associated markups for that file.  Check “View” for the most recent markup for each “Author”.  Next click on "View/Edit" at the bottom of the markup page.  
3.  Click on the "Publish Icon".
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Click on Image to Enlarge
3.  Click on the "Publish Icon".
4.  Choose "Publish to PDF"
5.  Choose Options:
     "Insert markup as PDF comment"
     "Include Changemark information" 
6. Click on "OK" to proceed.
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Click on Image to Enlarge
6.   Click on "OK" to proceed
7.   Click on either"
      "Save to file"
      "Email as attachment"

If you Choose "Email  as attachments" (publish Method)

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Your email program will open.
Note that a link to the free version of the Brava PDF viewer is automatically included in the email. 



Contact Richard

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