Quick Tip: Printing and Sharing Individual Articles Now Available!
June 2016 Tags: Newsletter, Printing
Over the next few months we will go through some of the best features of our new online newsletter format. This month, we’re going to walk you through how to print and share individual newsletter articles. There currently is no way to print or download the entire newsletter, but we are looking into that feature for the future.
To print articles
- Open up the article you’d like to print.
- Scroll to the bottom of the article.
- Click on the
button. - Select your desired printer and printer settings.
- Click “Print”.
To save articles as PDFs
- Open up the article you’d like to save as a PDF.
- Scroll to the bottom of the article.
- Click on the button.
- Click “Save as a PDF”.
- Click “Save”.
To email articles directly to your coworkers
- Open up the article you’d like to email.
- Scroll to the bottom of the article.
- Click on the
button. - Add the recipients and a message.
- Click “Send”.
Note: When printing newsletter articles via Firefox, the right edge of text and graphics may be cut off. If this is the case, changing the print margins can correct the issue. We have seen this as an issue using the default margins in Firefox, but not Chrome or Internet Explorer.
Do you have any other features you’d like to see in the online newsletter? Let us know in the comment section below!
It would be great if when sending an email to a client from outlook that when you hit send a screen pops up asking if you want to convert it to a client fee. And you would also have the opportunity to save that email or emails you receive to client files within practicemaster.
Theresa,
This can be accomplished using the PracticeMaster Outlook Plug-in (Maintenance | Integration | Toolbar Plug-ins). Once the Outlook Plug-in is installed, you can create journal, fee, or calendar records from existing emails or upon sending an email. For more information on setting up and using the Outlook Plug-in, visit Knowledge Base Article R11516 “Configuring the PracticeMaster Outlook Plug-in" here: http://support.tabs3.com/main/R11516.htm, or check out the Outlook Plug-in Quick Guide at Tabs3.com/support/docs.html.