Emailing Password Protected PDFs

Forum|Forum|6 years ago
February 9, 2020
9 replies
32 views

New to ProSeries for the 2019 filing season.

I am operating on a Windows 10 64-Bit system. I have been trying to email password protected PDFs to clients using the print function in ProSeries and have not been able to. In researching online, I found out that the Outlook and Mail applications on a 64-Bit system will not work w this functionality. I also found out (although am not certain) that the Thunderbird email application will apparently work even if installed on a 64-Bit system. Although I have installed this app, I am still unsuccessful.

Does anyone have similar set up (Windows 10, 64-Bit, Thunderbird email app) and is able to use this functionality? If so, as suggestions on setup or what may be my issue?

ProSeries Professional

This topic has been closed for replies.

JRC

Level 7

I have used the program in the past with Outlook and received an error on each one. Continue with the try again and the PDF would be saved to your hard drive. Then open your Outlook and attach the PDF to your email.

For this year I will save all PDF's as Password protected on my hard drive and email them that way instead of trying to use email through the ProSeries.

Camp1040

Level 10

I really don't think that function works very well, if at all. The following is a little cumbersome but I have been using it for some time now.

Create a PDF of the return you want to email.

Save and print the file as a password protected file with a virtual printer ( I use bullzip)*

Attache the file to your email program.

Inform the recipient of the password.

* Or any conversion program that will password protect and attach to email.

Creating a shortcut folder of the Proseries PDF files on your desktop, speeds the process along.

JRC

Level 7

New for this year: you can Password protect PDF files for returns from within the Program. Go to Printer and File Setup and check the box for PDF Files "Password protect PDF files for returns.

Camp1040

Level 10

It just never seems to work correctly with Chrome, for me anyway.

I use PS Basic, so I'm sure that changes how PDF's work.

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