In this guide, we'll use Microsoft Word 2016 to email a vendor report in HTML rather than as an attachment. First, open your SalesPartner Report and click Save to save the report as a PDF document. Open Explorer, Right click on your saved PDF file > Open with > Word 2016 You'll be prompted to convert your PDF to an editable Word document. Click OK Once the conversion is complete, you can edit your report in Word. Click Mailings > Select Recipients > Choose from Outlook Contacts... Note: Your email recipient must be loaded as an Outlook contact. www.salespartner.co.nz/how-to-sync-a-contact-to-outlook.html Find and select your email recipient in Outlook Contacts. Tip: Send a test email to yourself. Click OK In Word 2016 > Mailings, click Finish & Merge > Send Email Messages... In Merge to E-mail > Message options To: = Email Address Mail format: HTML Enter a Subject line and click OK to send Check your inbox for new messages, and review the report. The report will be displayed as an HTML message, instead of an attachment.
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