How to Convert Attachments to PDF and Reply to an Email with the Result

Do you need to store your emails or attachments in PDF format for archiving, or integrating into your CRM, ERP, etc.? You can automate this process by converting attachments to PDF and sending, replying, or forwarding the email.

Step 1: Create a New Scenario

• Open Automatic Email Manager, click on the 'scenarios' menu, then press 'New scenario'.

Step 2: Add the action 'Save attachments'

• Choose a unique temporary folder to save the attachments.
• Click on 'More options', and enable the option 'Do you want to convert to' for each file extension:
• Confirm the action by pressing the 'Ok' button. 

Step 3: Add the action 'Send email' (or 'Reply' or 'Forward')

• Fill out the settings for sending the email, such as the subject, and make sure to set the option to attach the converted files by specifying the correct folder to find them. In this example: c:\temp\%EMAIL_SHORT_ID%\
• Confirm the action by pressing the 'Ok' button.

Step 4: Apply the Scenario to the Desired Account.