PDF Portfolio in Outlook via VBA

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fab1234
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PDF Portfolio in Outlook via VBA

Post by fab1234 »

Dear all

I would like to generate a PDF Portfolio from my emails in outlook using VBA. Currently I can print my mails with PDF XChange, however attachments are not included (like in the PDF Portfolio)

Any Ideas?
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Daniel - PDF-XChange
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Re: PDF Portfolio in Outlook via VBA

Post by Daniel - PDF-XChange »

Hello, fab1234

I am not sure if it is possible to accomplish this via VBA, but I can explain the process using our UI directly.

If you have "include attachments" enabled in the addin settings, than any attachments present in an email will be included as attachments to the PDF file generated.
image.png
This means when you open the PDF file in the Editor, (or in the case of a portfolio, select a specific file inside the portfolio for viewing) you can then open the application attachments pane (Ctrl_Shift+A) to see those items in their original format.

If you also check the "convert attachments" option, than any attachments which are a format we support for conversion (configurable below the checkbox) will be converted into a PDF file as well.

Kind regards,
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Dan McIntyre - Support Technician
PDF-XChange Co. LTD

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Nimrod_189
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Re: PDF Portfolio in Outlook via VBA

Post by Nimrod_189 »

Hello Daniel,

That is a fantastic function. I didn't know them yet. :shock:

I think I really have to deal with the XCHANGE viewer!

I am always thrilled. :D

Nimrod
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Daniel - PDF-XChange
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Re: PDF Portfolio in Outlook via VBA

Post by Daniel - PDF-XChange »

Hello, Nimrod_189

Well, the Viewer is discontinued, so on that front it would be the Editor you are looking for (as its successor). However, the toolbar I just showed is actually part of the "Standard printer", which offers Ms Office conversion addins.
So you would either want that as a standalone printer, or a PDF-XChange PRO license to make full use our products most powerful products.

Kind regards,
Dan McIntyre - Support Technician
PDF-XChange Co. LTD

+++++++++++++++++++++++++++++++++++
Our Web site domain and email address has changed as of 26/10/2023.
https://www.pdf-xchange.com
Support@pdf-xchange.com
Nimrod_189
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Re: PDF Portfolio in Outlook via VBA

Post by Nimrod_189 »

Hello Daniel,

i'm using the XChange-Pro. :D :mrgreen:
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Jordan - PDF XChange
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PDF Portfolio in Outlook via VBA

Post by Jordan - PDF XChange »

:)
Best regards,
Jordan
Louiseravot
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Re: PDF Portfolio in Outlook via VBA

Post by Louiseravot »

Hi,

Unfortunately, PDF-XChange doesn’t support creating true PDF Portfolios like Adobe Acrobat does—especially with embedded attachments.

You can use VBA to save the email and its attachments separately, but to bundle them into a Portfolio-style PDF, you'd need Adobe Acrobat Pro or a third-party tool that supports that feature.

Let me know if you need help with a VBA script to save emails and attachments.

Best,
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Paul - PDF-XChange
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Re: PDF Portfolio in Outlook via VBA

Post by Paul - PDF-XChange »

Hi, Louiseravot

why do you say that? The PDF-XChange Editor is indeed capable of making PDF Portfolios with attachments:

image.png

you get a dialogue where you can order the attachments:

image(1).png

and the end result a real Portfolio PDF:

image(2).png

If you are referring tot he PDF-Xchange Viewer it is old and discontinued. It was replaced with the Editor years agio and is no longer under development.

I hope that clears things up.
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Best regards

Paul O'Rorke
PDF-XChange Support
http://www.pdf-xchange.com