Step 1 - Open the Forms Tab and select Email
- Click on the Forms Tab.
- Select Button.
- Click on Email.
Step 2 - Enter Email to Send a Form
A window will open where you can enter the information necessary to automate the emailing process.
- Enter the To and click to add CC and BCC fields.
- Enter the Subject and Message for the template.
- When you are ready click the OK button.
Step 3 - Add the Email Button to your PDF
You will see the outline for the Email Button appearing on your document. You can position it wherever you would like.
- As you move the mouse cursor over the document you will see the outline of the field before it is placed.
- The submit button will appear once you click the left mouse button in the appropriate place.
Step 4 - Changing the size or location of the Email Button
You can change the Email Button's size or location in the Edit Mode.
- Switch into Edit mode.
Changing the button's size
- Hold down the left mouse button while your cursor is over the border.
- Drag your cursor.
- Release the mouse button and the changes will be made.
Moving the button
- Hold down the left mouse button while your cursor is over the button.
- Move the outline of the email button to a new place in your document.
- Release the mouse button and the changes will be made.
Step 5 - Modification of the properties of the Email Button
- Switch to Edit Mode.
- Right-click on the Email Button.
- Choose Properties.
Step 6 - Configuring the appearance of the Email Button
You can modify the look and feel options in the Appearance Tab.
- Click on the Appearance Tab.
- Choose any option you want.
For more information, click here (we've got an article explaining all the properties and how they work).
Step 7 - Test the Email Button
- Switch to View mode.
- Click on the button.
Step 8 - Delete a button
- Switch to Edit mode.
- Right-click on the button.
- Select Remove.
We have two additional modules. The OCR module allows you to recognize and edit text within any scanned document or image. We also have the E-Sign module that allows you to electronically sign PDFs and track and manage e-signatures in real-time. If those modules are not available for you, you can purchase them here.