How to automatically name and send PDF files by email

Here is a more advanced example of using our new content-based naming feature in Win2PDF.

Suppose you want to name a PDF file based on some value within the PDF file, and then email the PDF file to an email address that also resides within the PDF file. This could be useful if a customer wanted to send out invoices to customers based on an email field in the invoice, or to send a report unique to an individual client based on their specific information.

The latest version of Win2PDF 10.0.71 includes new features that allows you to search for up to three different values within the PDF file, and then use those values for Auto-naming and for sending the email.

Let’s show this feature using the following example: Here is a sample invoice from an ERP system. It includes both an invoice number (which we’ll use for the naming of the PDF file) and it contains an email address for each invoice (which we’ll use for addressing the email).

We’ll start by opening the sample file of the invoice in the Win2PDF Desktop app. Once opened, you can use the Auto-Name ➜ Define Auto-Name Search Field menu to define up to 3 search fields.

We’ll define two of the search words as follows:

“Search Field 1” = “Invoice #:”
“Search Field 2” = “CUSTOMER EMAIL:”

When you select the Define Auto-Name Search Field, you’ll get a window where you can enter the text you wish to search for (see image below). The value immediately following this search field will be used in the configuration screen.

After you have defined the search fields, Win2PDF will display the values of the search in the current document as a confirmation.

Using our sample document as a reference, the values (the text immediately following) for the search fields are:

“Search Field 1” value = “01357”
“Search Field 2” value = “[email protected]

These values can and likely will change for each document being printed.

Next, when you go to the Auto-Name ➜ Configure Auto-Name… menu, these two search fields will the be used for the file name, and for the email recipient.

Now when you print an invoice to Win2PDF from the ERP system, the files will be automatically named and attached to a new email message as shown below.

You could take this one step further and set up these PDF files to be sent automatically using our Win2PDF Mail Helper add-on application.

There are many options available for naming and emailing PDF files automatically — more than we can reasonably cover in this post. So, if this does sound useful and you need help configuring this for your own reporting applications, let us know and we’d be happy to assist you setting this up for your needs.

Win2PDF Report Server for Legacy Reporting Applications

We’ve recently added new capabilities to our Win2PDF Terminal Server Edition (TSE) software that allows it to be used with legacy applications that were originally designed to create paper reports.

What do we mean by legacy reporting applications? In this context, what we are referring to is a class of (typically) older software programs that sent text or special printing data directly to a dedicated paper printer. Essentially, these reporting applications would stream the data directly to a laser printer connected to the local area network, and the paper printer would print whatever information was sent.

“Now more than ever, with employees working remotely or from home, it’s important for companies to adapt their interfaces to legacy programs so that the reports can be captured and shared electronically as PDF files.”

The new Win2PDF Report Server component of Win2PDF TSE does the following:

  1. Creates a dedicated copy of the Win2PDF printer named Win2PDF Report Server
  2. Installs a Windows AppSocket Service that uses the AppSocket printing protocol, also known as Port 9100, JetDirect, or RAW printing mode. The service accepts print data from a legacy application and then routes it to the Win2PDF Report Server application installed on the server*.
  3. Installs a console monitor program called the Win2PDF Report Server. This program is added to the startup folder and takes data routed from the Win2PDF Appsocket Server and converts it to PDF using the Win2PDF Report Server printer.

* Note: The Win2PDF Report Server has the capability to support additional printing protocols based on need. If you have an application that relies on a protocol other than AppSocket, let us know and we can provide more information.

The Win2PDF Report Server currently accepts data in text or Printer Control Language (PCL) format, and the created PDF can be named and saved on the customer’s network using any of the numerous Win2PDF Auto-name options.

If you have a need for this type of PDF reporting solution for legacy applications, contact [email protected] for more details.

Content-Based File Naming with Win2PDF

One new capability of the Win2PDF Auto-name feature is the ability to define and save PDF files based on defined content that resides “within” the document to be printed.

For example, suppose you have a reporting application that spits out a report, and you want to name this report based on the document number, or invoice number, or customer name, or some other value that exists inside of the report.

There are a couple of different ways to set the Content-Based File Naming within Win2PDF.

The first method is to use a search word.  Using this option, you would define a word to search for in the document (like document # or invoice # or customer name), and then the software would use the following word or set of characters to be used in the file name of the PDF file.

The second method is to use a defined content field.  Using this option, you would define a particular fixed location on the page where the content field always exists, and this would be used in the file name of the PDF file.  The following animation shows the basic process, but more detailed instructions can be found at the content field section of our online user guide.

Content based naming 1

How would you know which method to use?  Well, the search word option works when you know the content field value always follows a particular word, but the exact position on the page or length of this value may be variable.  The content field option works when the content field value always exists at the exact same location on the page.

Grabbing the name from a printed purchase order may use the search word option, since the length of the purchase order number may change from customer to customer.  On the other hand, grabbing a Tax ID number from an IRS form may use the content field option, since the number and location on the form will always be fixed.

As more customers are working to digitize their reporting functions (without any user interaction), we feel like this content-based file naming will become an increasingly popular tool for automating reports.

Using Auto-name to Save Reports to PDF

As the Coronavirus problem persists and more and more employees work from home, we’re getting questions from customers who are trying to adapt reporting applications to generate PDFs. Specifically, they are looking at ways of automatically saving these PDF reports without any user intervention.

The easiest way to do this is to enable our Auto-name Files feature. It can be found by clicking on the PDF Options… button on the main Win2PDF file save window as shown below.

Here are a few tips on using the Auto-name Files feature:

  • There are a variety of predefined options to use which allow you to include the document title, date, and time in the naming of the file. However, there is also a User Defined option which gives you much more flexibility. You can use any number of variables to make a customized file name based on document titles, as well as the time and date.
  • Not only can you use these User Defined variables to customize the file name, but you can also customize the folder(s) you are trying to save to. For example, if you used the following variables as the User Defined name:
%PDFYear%\%PDFMonth%\SalesReport-%PDFMonth%-%PDFDay%-%PDFYear%.pdf

You’d end up with the following results whenever you saved the PDF file.

[Default Save-to folder] \ [Current year] \ [Current Month] \ SalesReport-MM-DD-YYYY.pdf

In other words, folders will automatically be created (if they are not already present) for the year and month, and the appropriate sales report for the day will be placed in each location.

  • You can also create multiple Win2PDF printers and set auto-name for specific departments/people. For example, suppose you want to keep the normal Win2PDF printer for use with day-to-day PDF creation, but you want to make a copy named “Reports from Win2PDF” that will be used to generate PDF files from a specific application (without any user interaction). You’d simply need to
    1. Add a copy of the Win2PDF Printer and name it “ Reports to Win2PDF”
    2. Turn on the Auto-name feature (as discussed earlier in this post) for this new copy of Win2PDF
    3. You can repeat steps 1-2 to create any number of specialized Win2PDF printers that save PDF files automatically, with names and locations defined by an application, department, location, etc.
  • You can also apply Auto-Name settings to all users. To do this:
    1. Configure Auto-Name in PDF Options…
    2. Open the Win2PDF Admin Utility. The file name definition shows up on the File Name tab.

    1. Check Apply to all users
    2. Click Apply, and Auto-Name will apply to all users

The Auto-name feature is very powerful.  If you have reports you want generated on a regular basis, and you want to define your file names and eliminate any input from the user, use these tips and let us know if you have any questions.

Working From Home Using Terminal Servers

Since the outbreak of the coronavirus and COVID-19, we’re seeing more interest in the use of terminal servers in many enterprise environments. This article from Citrix, for example, gives an overview of this shift in workplace culture that many companies are now exploring.

If you’re not familiar with the term, a terminal server is essentially a central server that hosts applications, files and shared resources like printers (virtual or physical), and then shares these programs and resources over a local network or over the internet to “terminals” (sometimes called “thin clients”). Since the applications are all loaded on just one server, it allows remote users (in this case we think of work-from-home terminals or computers) to run the business programs they need without having anything required on the local machine.

One enormous advantage to this type of solution is that the remote work-at-home “terminals” can be practically anything — home PCs, Windows laptops, Apple iMacs or Macbooks, iPads, Tablets, etc. Each work-at-home terminal would simply run applications from the server and be able to print on the server. The business doesn’t need to worry about each individual client’s hardware, operating system, or local program availability.

This is where our Win2PDF Terminal Server Edition (TSE) comes into play, as a way to share and view documents remotely. Win2PDF TSE is the same as our desktop Win2PDF software (it has the exact same interface and features), but it has been adapted for a server-based, multi-user environment. It allows remote workers working from any work-at-home terminal to access company software programs and then create PDF files that can be saved on the server or on a local PC client, printed to a network drive or hard-copy printer, or e-mailed to a group of recipients. After you install Win2PDF TSE on the server, it is automatically available as an available printer to all published applications on the server.

There are a variety of solutions that handle this type of terminal server deployment that are available from companies like Microsoft, Citrix, and many others. They use slightly different terms (i.e., Microsoft calls terminal services “Remote Desktop Services” and terminal servers “Remote Desktop Session Hosts“) and product names, but they work in the same general way.

If your company is considering Terminal Server deployments and wondering about PDF solutions for remote workers, download the trial version of Win2PDF TSE and let us know if you have any questions. Win2PDF TSE is licensed ‘per server’, and each server can support unlimited numbers of users or clients at no additional cost. Volume pricing for multiple servers or server farms is available as well.

Working from Home Due to Coronavirus? Remember WinPDF Can Help

With more and more office workers now being asked to work from home, it’s probably a good time to revisit how PDF files can help with your day-to-day workflow. Here are a few tips:

  • First and foremost — Win2PDF makes it easy to go paperless! Just use PDF files for document transfers instead of printing and sharing paper! PDF is an acronym for Portable Document Format and it can be shared with any type of user using any type of operating system. If you send a Word or Excel file, a smartphone user or a coworker on an Apple iMac or Macbook may not be able to open the document if they don’t have a Word or Excel viewer installed. PDF files, on the other hand, are universal and can be read by Windows computers, Apple computers, Chromebooks, Unix and Linux computers, iPhones, Android phones, tablets, etc.
  • Second, if you’re using Win2PDF, remember to use the ‘Send file’ option to automatically attach a PDF file to a new email message. It’ll save you a few clicks each time you create a PDF file if you need to share it with others.
  • Fourth, even the free Adobe Acrobat Reader DC program (which is installed on most PCs) has basic tools to comment, annotate, and sign documents. It’s a good way to share feedback when you do send or receive PDF files.
  • Fifth, convert legacy reporting programs to paperless systems by using the Win2PDF Auto-name feature. Need to share different reports with different departments? Add separate copies of Win2PDF and configure them for users of each department. Once reports are in PDF format instead of paper, they’re easy to view and share with users wherever they are located.
  • And lastly, make sure Win2PDF is loaded on your home PC as well. Did you know that the Win2PDF end-user license agreement allows you to install the desktop software on both a work computer and a home computer at no additional charge? You do now.

Microsoft Officially Ends Support for Windows 7, Win2PDF Doesn’t

Earlier this month Microsoft officially ended support for Windows 7.

“The specific end of support day for Windows 7 was January 14, 2020. Technical assistance and software updates from Windows Update that help protect your PC are no longer available for the product. Microsoft strongly recommends that you move to Windows 10 to avoid a situation where you need service or support that is no longer available.”

This will pose problems for many companies, especially considering the fact that this operating system is still being used on approximately one-third of PCs globally.

Many customers have been hesitant to move to Windows 10 for a variety of reasons, and one significant issue is that some software applications that worked in Windows 7 don’t work in Windows 10. Since upgrades to Windows 10 can break older versions of business applications, IT departments have been reluctant to make the changes so far until they work out solutions that are compatible.

The good news for Win2PDF users is that Win2PDF 10 fully supports both Windows 7 and Windows 10, so there should not be any issues as far as Win2PDF is concerned. And we plan to continue support of both operating systems as well as Windows XP and Windows Vista for the foreseeable future.

One note, however: Anyone using the older Win2PDF 3.5 or earlier versions (prior to 2009) will need to upgrade to the most recent Win2PDF 10 version to use the software with Windows 10.

New Watermark Enhancements in Win2PDF Pro

Our latest release of Win2PDF Pro (10.0.60) has a couple of new enhancements to the watermark/background feature.

The first enhancement is that you can now apply a PDF watermark or background that contains a clickable link to an external web page. When you select the watermark in the PDF Options… you can check “Allow Links in Watermark” as shown below.

This can be quite useful for things like company letterheads, where you may wish to have a clickable link to the company home page. Or, you may wish to have a direct link in a PDF invoice that takes the customer directly to a payment page on your web site. Here is an example of what a PDF invoice would look like after a payment watermark has been applied.

We’ve heard from several customers who have needed this feature to automate their payments and invoicing process with Win2PDF.

Additionally, there are two new options on the PDF Options… Watermark tab that allow you to apply a watermark to ONLY the first page, ONLY the last page, or to all pages. Previously it applied to all pages only. Here is a screen shot of the new options.

These new features are now available in the 10.0.60 release of Win2PDF Pro*. If you have a licensed version of Win2PDF Pro, you can download the latest Win2PDF Pro Service Pack at the Win2PDF download page.

* The standard edition of Win2PDF does not have the watermark feature enabled. This is only available in Win2PDF Pro. Standard Edition users can purchase a Win2PDF Pro Upgrade if this feature is needed.

How to Save a Full-Page Screenshot as a PDF in iOS 13

If you are an iPhone or iPad user, the latest iOS 13 software update adds an interesting new feature. With the Safari web browser, you can now take a screenshot of an entire web page (not just the visible portion on the screen) and save the web page to a PDF file. This article details the procedure for doing so.

I’ve found this quite useful on a few occasions where I want to save the contents of a web page that I come across on my iPhone, and then edit the PDF file later to extract specific pages or images that I want to use elsewhere.

Note, this feature is specific to iOS 13 devices and only works with the Safari web browser (not Chrome or Firefox, unfortunately).

Content-based File Naming with Win2PDF

*** NEW FEATURE ALERT ***

In our latest Win2PDF 10.0.58 update we added a new feature for content-based file naming. It allows a PDF file to be named based on a certain word or set of characters that reside inside of the document being printed.

Here is the customer situation that prompted the new feature:

A county sheriff’s department wanted to generate PDF files from a legacy AS/400 application. A secretary named the PDF files based on a document number that was listed in the original document, and because she did so manually it was time-consuming and error-prone.

An example transport order from the sheriff’s department looked like this:

sheriff1

With the content-based file naming feature in Win2PDF, however, this process is automated. It allows Win2PDF to search the text of a document being printed, find a target search word, and use the following word as the PDF file name. It requires that PDF files contain text with a common search word that exists in all PDF files. (*Note: The “word” can be numbers or any character string that has a space before and after the “word”).

In the sheriff’s example, the content search word is specified as “DOC #:” in the Win2PDF Admin Utility.

sheriff2

Then, in the Document section of the Win2PDF file save options, the “User Defined” field was enabled with “%PDFAutoNameContentSearch%.pdf” as the file name.

win2pdf-auto-name-content-based-naming

The result? When each file is printed, Win2PDF searches for the document number in the original file, and then automatically names the PDF file with this number. No possibility of manual errors or extra time involved.  In this case, the file was automatically named “118277.pdf” when the file was printed.

Again, this was a relatively simple modification that we were able to do for customer that had a particular need and had no ability to change the original AS/400 program printing the documents.

If you have a similar need, let us know and we may be able to help.