Returning Markups and Comments to Applicant using email
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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 |
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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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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.
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 |
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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 "Publish Icon". |
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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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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.
