vTip #29 - Special features in vForms for web based email users

What is a Web Based Email System?

If you need to sign onto the Internet and log into a vendor website to get access to or be able to send emails, that is considered to be a Web Based Email Service for this vTip. Yahoo email service is an example of Web Based Email Systems.

All web based email users should read this vTip to make they are informed on the procedures needed to take full advantage of the features in InterActive vForms.

You can setup your web based email in Outlook Express or Microsoft Outlook and take advantage of it's features. You can still use the web based interface for checking your email remotely. If you would like to do this check out the vTips below.

This vTip will show you how to:

  1. Attach your vForms Printer and vForms library forms to your email.
  2. Paste any RTF automated email message or document to your outgoing emails.

STEP ONE: Overview

InterActive vForms allows our users to print forms and documents using our vForms Printer and automatically populate customized library forms form information from multiple database systems. vForms converts these vForms library forms, vForm Printer documents, and RTF word documents into files that you can email to your clients or borrowers. When you use a web based email system such as Yahoo.com, you will need to attach these files and paste the RTF word messages to your outgoing email. The vForms software creates and sends the forms library PDF files, E.A.R.S. technology files, and the vForms Printer PDF files to your "MY DOCUMENTS" SUBDIRECTORY OR FOLDER ON YOUR COMPUTER for web based email users. These are the file names and types of files you may need to attach to your outgoing web based emails:

  1. Documents printed from your LOS or other software programs with our vForms Printer will be named: Docs.PDF
  2. All InterActive documents from our library of forms will be named: Forms.PDF
  3. If you email an E.A.R.S. (Email Automatic Return System) or Active document, it will be named: Forms.EXE
  4. When our client returns your E.A.R.S. edited forms, vForms creates a Forms.FDF

Most current computers use the Microsoft's Windows operating system. InterActive vForms uses the Internet Explorer program in these operating systems to open your Outlook, Outlook Express, or other non web based email screens in order to attach the vForms files and RTF messages you wish to send to your clients or borrowers. Non web based email systems will display their email screen on your computer monitor showing your file attachments and personal written messages or RTF documents in the body of the email screen. Web based email users will need to attach these files and paste the RTF messages into your email screen once you have open your web based email.

The only difference in using vForms for a web based email user is when you are ready to attach your vForms documents and send your email. Follow these steps in creating your files and documents to be emailed to your borrowers or clients:

  1. Open vForms and select your contact/borrower, InterActive forms from your library, and your RTF message.
  2. Click on "Send", view your forms and then click the blue/green "Send" box.
  3. Move any of your files you printed with the vForms Printer from the "Available Documents Box" to the "Documents to be Email" box.
  4. Complete the process as normal by selecting a password, enable field changes, Active vForm (vTip #19), and Highlighting option box and then click on OK.  If you selected to highlight your vForms printer documents, complete that process by following vTip # 23 instructions and then click on OK.
  5. vForms will now open your Outlook, Outlook Express, or other designated email screens using your Internet Explorer defaults.

STEP TWO: Attaching Documents and Pasting RTF Messages to Email

  1. Immediately close the email screen on your computer monitor.
  2. Go to the internet and open your web based email system and select a blank email screen to be populated with your vForms documents and RTF message.
  3. If you selected a RTF document in vForms, move your mouse so the pointer is located in the body of your email comments area and click the right top mouse button.  A menu will appear and then select "Paste" with a click of your left top mouse button. Your RTF automated email message will be pasted into the body of your email.
  4. Next attach your vForms documents to this email. Each web based email systems has a procedure to follow to attach a document to your email. Follow your normal procedure you will find your vForms documents in your "My Documents" subdirectory or folder on your computer.
  5. Select and attach the Docs.pdf file if you are emailing vForms Printer Documents, the Forms.pdf file for InterActive forms from your vForms library, and/or the Forms.Exe file for E.A.R.S. (Email Automatic Return System) forms, (see vTip # 19 for creating and using E.A.R.S. documents).
  6. If you have selected forms from your library and also printed LOS documents using the vForms Printer, you will need to attach both a "Docs" and a "Forms" file to your email. Repeat the process and attach the second document. After you have attached all documents, edit or complete your email message and send your email.