Send altered document to default email with auto saving

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Olaf Sosath
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Posts: 1
Joined: Fri Nov 07, 2025 9:02 am

Send altered document to default email with auto saving

Post by Olaf Sosath »

Use case:
Sending documents to a accounting mail address for further processing. PDF Xchange is used to a add accounting information like account number an cost center. This could perfectly done with the existing signature features as well as by text comments.

Description of feature:
Add option to send a document, that has been altered (by comments, a signature or a stamp) to a default email address.
The existing mail button can be used. It should be possible to define a default target mail address.
Also the document should be auto saved to a default directory.

Nice to have feature: Adding a signatures should be configurable in the following way. Adding a signature on documents with write protection (i.e. archive PDF) should save a copy in a default folder with signature (without modal dialog).
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Daniel - PDF-XChange
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Posts: 12519
Joined: Wed Jan 03, 2018 6:52 pm

Re: Send altered document to default email with auto saving

Post by Daniel - PDF-XChange »

Hello, Olaf Sosath

You can accomplish something along those lines with our PDF-Tools batch processing suite, and a well placed Folder monitor running a custom tool.

When you are done using a file in the Editor, simply save it to the monitored folder, then Tools will automatically begin processing, if defined by the tool that is running, apply a signature to the file, and finally, if needed, open a compose window in your mail client with the document attached - so all you need to do is push "send".

I am afraid that such automation capability will not be coming to the Editor as that is strictly the domain of PDF-tools. Mixing the two applications leads to more complexity than is needed for the majority of users, and muddles our design intents.

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

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