p2e: Print to Electronic Format Document and Email

Contents

1 P2ESETUP MODULE. 9

1.1 Pre-Installation requisites. 9

1.2 Level 1: Main Installation of the software. 9

1.3 Level 2: Installation: 10

1.4 Customer Name. 10

1.5 E-Mail address: 10

1.6 Internal domain. 10

1.7 Registration code: 10

1.9 INSTALL. 10

2 Custom installations. 11

2.1 Sample batch files: 14

3 Quick Start 16

4 Virtual PDF Printers List 16

5 How to use. 17

5.1 Using Print Preview.. 17

5.2 Scheduling a print and email 18

6 Operation : p2eMon and p2e. 21

7 P2EMON MODULE. 22

7.1 Settings. 22

Configuration. 22

Set default p2e printer. 22

Use current printer as default p2e printer. 22

7.2 Administration. 22

Watch Folder. 22

Pause p2e off|on. 22

Disable p2e on|off 22

Sync Global Settings. 22

P2e Running | p2e not running. 22

Pause p2e on|off 23

PDF Printer integration ON|OFF. 23

Trace enabled|disabled. 23

Debug enabled|disabled. 23

Online Help. 23

Release notes. 23

7.6 Developer. 23

Trace enabled|disabled. 23

Debug enabled|disabled. 23

Code Wizard. 24

PDF Diagnostic Tool 24

Document Types. 24

7.7 Checking Log files. 24

7.8 Watchfolder. 25

8 P2E MODULE. 26

8.1 Run-time pop-up options screen. 26

8.2 Buttons and fields. 26

8.2.1 Print button. 26

8.2.2 Email button. 26

8.2.3 Both button. 26

8.2.4 Draft Emails only checkbox. 26

8.2.5 Cancel button. 27

8.2.6 F1 = help button. 27

8.2.7 Web help button. 27

8.2.8 about button. 27

8.2.9 Default Printer field. 27

8.2.10 Change printer button. 27

9 P2ECONFIG MODULE. 29

9.1 Screen layout 29

9.2.1 Start with windows checkbox. 29

9.2.2 Config file. 29

9.2.3 Network. 29

9.2.4 PDF Folder. 29

9.2.5 Log Folder. 30

9.2.6 template Folder. 30

9.2.7 Global path. 30

9.2.8 Retention Days. 30

9.2.9 Integrate With. 30

9.2.10 Default Printer. 31

9.2.11 Default TEMPLATE. 31

9.2.12 Developer checkbox. 31

9.3 Buttons. 31

9.3.1 PDF Folder. 31

9.3.2 Log Folder. 31

9.3.3 Templates. 31

9.3.4 Global Path. 31

9.3.5 Template. 31

9.3.6 Printer. 31

9.3.7 Developer. 31

9.3.9 Apply. 31

9.3.10 Cancel 32

9.3.11 F1 = Help. 32

9.3.12 Online help. 32

10 P2EDOCTYPES MODULE. 33

10.1 What is it?. 33

10.2 Screen layout 33

10.3 screen areas. 33

10.3.1 Document types list 33

10.3.2 add New document type. 33

10.3.2 Edit existing document type. 33

10.3.3 Delete document type. 34

10.3.4 Duplicate document type. 34

10.3.5 export document type. 34

10.3.6 import document type. 34

10.3.7 GLOBAL FOLDER. 34

10.4 Mail section. 34

10.4.1 Document Type. 34

10.4.2 Description. 34

10.4.3 From... 34

10.4.4 To email address. 34

10.4.5 CC email address. 34

10.4.6 BCC email address. 35

10.4.7 Subject line. 35

10.4.8 Template. 35

10.4.9 Message body. 35

10.4.10 Attachments. 35

10.4.11 Save location. 35

10.4.12 Version Control 35

10.4.13 Time Stamp File. 35

10.4.14 Auto-Send. 35

10.4.15 Do Not Send. 35

10.4.16 Delivery request 35

10.4.17 Read request 36

10.4.18 Delay delivery. 36

10.4.19 Run-Time Query. 36

10.4.27 Print-Options. 37

10.4.28 save. 38

10.4.29 Cancel 38

10.4.30 F1 = Help. 38

10.4.31 Web Help. 38

10.4.32 Do not save to sent items. 38

10.4.33 Apply. 38

11 P2EQUE MODULE – QUEUE MANAGEMENT. 40

11.1 Screen layout 40

11.1.1 Process States. 40

11.1.2 rebuild que button. 40

11.1.3 refresh button. 40

11.1.4 Pause All button. 40

11.1.5 Pause button. 41

11.1.6 Release All button. 41

11.1.7 Release button. 41

11.1.8 Cancel All button. 41

11.1.9 Cancel button. 41

11.1.10 F1 = help button. 41

11.1.11 Online help. 41

11.1.12 Diagnose. 41

11.1.13 about 41

12 P2EDIAG MODULE – PDF FILE DIAGNOSTIC TOOL. 42

12.1 What is it?. 42

12.2 Summary. 42

12.4 Raw Text 43

12.6 FIELDS and buttons. 43

12.6.1 PDF File. 43

12.6.2 Cancel 43

12.6.3 F1 = Help. 43

12.6.4 web help. 44

12.6.5 About 44

13 P2ESTATS MODULE. 45

13.1 screen layout 45

13.1.1 Show graph. 45

13.1.2 Show Data. 45

13.1.3 Cancel 45

13.1.4 Refresh. 45

13.1.5 F1 = Help. 45

1.3.1.6 Newest First CheckBox. 45

15 code wizard. 48

16 Changing existing forms. 49

16.1 CrystaL reports™.. 49

16.2 microsoft ssrs ReportBuilder ™.. 50

17 P2EDEVWIZ MODULE. 51

17.1 screen layout 51

17.2 Fields and buttons. 51

17.2.3 BCC.. 51

17.2.4 From... 51

17.2.5 Subject 51

17.2.6 Message. 52

17.2.7 Document Name. 52

17.2.8 Document Type. 52

17.2.9 Save Path. 52

17.2.10 Save path root folder. 52

17.2.11 Auto Send. 52

17.2.12 Do Not send. 52

17.2.13 Print Always. 52

17.2.14 Print When No Address. 52

17.2.15 Print Never. 52

17.2.16 print sometimes. 52

17.2.17 Template. 52

17.2.18 SSRS Code. 53

17.2.19 Generate Code. 53

17.2.20 Copy to Paste Buffer. 53

17.2.21 Cancel 53

17.3 Sample formula. 53

Sample wizard code…. 53

18 Create an email message template. 54

19 Frequently used tags. 55

19.1 Valid tag formats: 55

19.2 Allowed tags. 55

20 How to hide tags. 57

21 Print2e Embedded Document Tags. 57

21.4 From... 58

21.4 Subject 58

21.5 Message. 58

21.6 Attach. 58

21.7 FilePath. 59

21.8 FileAs. 59

21.9 AutoSend. 59

21.10 NoMail 59

21.12 DOCTYPE. 60

21.13 TEMPLATE. 60

22 Approved PDF Printers. 61

24 Help on the web. 63

25 How to Configure PDF Creator. 64

Screens for PDFCreator 1.71. 68

26 P2ETSMON MODULE. 72

26.1 Purpose. 72

26.2 Details. 72

26.3 Configuration. 72

26.4 operation. 73

26.5 Checking Log files. 74

26.6 Watchfolder. 74

26.7 Settings. 75

27 P2ETSCONFIG MODULE. 75

27.1 What does it do?. 75

27.2 screen layout 75

27.3 Fields. 75

27.3.1 Start with windows. 75

27.3.2 Config file. 75

27.3.3 PDF root Folder. 75

27.3.4 Log Folder. 75

27.3.5 Retention Days. 76

27.3.6 Integrate With. 76

27.4 Buttons. 76

27.4.1 PDF ROOT Folder. 76

27.4.2 Log Folder. 76

27.4.3 Template. 76

27.4.4 Save. 76

27.4.5 Apply. 76

27.4.6 Cancel 77

27.4.7 F1 = Help. 77

27.4.8 Web Help. 77

27.4.9 About 77

Department questionnaire. 78

Form Document Library Check List 79

blank Form Document Library Check List 82