Getting started
Zetadocs PDF allows you to create a PDF document that you can send using Microsoft Outlook from almost any Windows application. This tutorial will introduce you to the basic features of Zetadocs PDF. Using some of the documents created on installation, you will:
| a) | Print a document from Word. |
| b) | Apply stationery and an attachment. |
| c) | Send the document as a PDF to a recipient in your Outlook address book. |
Please follow the instructions below:
Step 1: Open any document in Microsoft Word. On installation, Zetadocs creates shortcut buttons within Microsoft Office applications to make it simpler to use.
| For Office 2010 - Click on the File ribbon and select Save & Send. Select Email using Zetadocs PDF. Alternatively, you can select Print and choose the Zetadocs printer. |
| For Office 2007 - Click the Office Button and select Send. Select Email using Zetadocs PDF as in the screen below. Alternatively, you can select Print and choose the Zetadocs printer. |
| For Office 2003 - Click File and then Print and select the Zetadocs PDF printer. Zetadocs PDF will run and you will see your document in the reading pane. |
NB: For Office 2003 users, a toolbar button is installed in your standard toolbar. Click on the Zetadocs PDF button.
Step 2: On the Zetadocs PDF toolbar, click Accessories. The Accessories window opens.
Step 3: Select the Zetadocs PDF folder and Stationery from the Type drop down list. Highlight the stationery entitled WM Stationery. A thumbnail preview appears. Click the Apply button or drag the stationery to your document in the Document Explorer window. The stationery is merged with your document.
Step 4: From the Accessories window, select Attachment from the Type drop down list, in the Zetadocs PDF folder. Highlight the attachment entitled WM attachment. Click the Apply button or drag the attachment to your document in the Document Explorer window. The attachment will be added to your document. The image in the thumbnail view is also updated, showing all pages of your document. You can click on any of these pages to view them in the reading pane.
Step 5: To address the document, select the document name which appears at the root of the document tree in the document explorer window. The display in the reading pane changes to an email form, as in the screen shot below. Write and address your email using the form as you would with Outlook.
Step 6: On the Zetadocs PDF toolbar, click Send. An Outlook email form will pop up that contains your message and your PDF attachment.
This tutorial is complete.