Showing posts with label Outlook to pdf. Show all posts
Showing posts with label Outlook to pdf. Show all posts

Friday, June 21, 2019

Automating Email To PDF Conversion Using MessageExport Add-In For Microsoft Outlook

MessageExport is an add-in for Microsoft Outlook (2010/2013/2016/365) that extends Outlook's ability to manipulate email. Among MessageExport's many capabilities is the automation of Outlook email to PDF. You can use MessageExport to automatically convert Outlook email into PDF files, with options to convert email file attachments into PDF as well.

The basic method of using MessageExport is to select the emails you want to convert in the Outlook mail list, choose the export profile (that's the target format selected from the drop down list, such as pdf, msg, csv, etc), and then click the "Export" button.

Export Outlook mail automatically using the MessageExport add-in. This image shows the MessageExport toolbar in Outlook 2010.
MessageExport Toolbar in Outlook 2010

MessageExport's "Export Profiles" give you a lot of control over how they function. You can create your own export profiles or edit the existing profiles. Let's talk about how we can set MessageExport to automatically export email messages to PDF.

Once MessageExport is installed on your computer (a free 15 day trial is available for testing), consider how you want message to flow. For example, do you want to export only certain messages to PDF format?  If so, you should begin with an Outlook rule that will place a copy of specific messages into an Outlook folder. MessageExport can then be setup to monitor that folder and export any emails that are copied to that folder into PDF files.

Next, ask yourself how you want to handle email file attachments. Should MessageExport ignore attachments?  Embed them as separate files within the PDF?  Should it extract the files to disk? Or should it try to convert the file attachments into the PDF document image?

Once you've come to a decision on the above items, let's proceed. 

In our example today, I am going to have MessageExport convert all email messages that are copied to a specific folder into PDF files.

First, right click on your Outlook folder structure and select "new folder." 
Next, setup an Outlook rule that will copy email that meet your specific criteria to this new folder.
Third, go the MessageExport settings and edit the Export Profile to process new email messages that arrive in this folder. Here's how to accomplish step three in detail.

First, go to the MessageExport toolbar and select the profile called "Export to PDF - attachmetns converted/included."  Then click the Edit Profile button.


Click Edit Profile will cause the profile settings window to appear. Next, change the "Export From" field to "Predefined Folder with Subfolders."  This will cause a folder window to popup. Select the Outlook folder where your Outlook rule will be copying emails. This folder will contain the emails that MessageExport will process.

Image shows MessageExport's settings screen where you can setup automatic email-to-pdf processing.

To have MesageExport only save new email messages, check the box that says, "Turn on Export History."  Now it will only export an email one time and prevent duplicates.

From here, click the tab called "Scheduler" to setup the intervals at which MessageExport will check the folder and process any new emails.  Click "Enabled" to turn on the scheduler.
You can then set the time for the first execution of the schedule, as well as an optional last date. The schedule can be set to repeat at any interval you wish. Intervals are scheduled in minutes. To repeat every hour, just type in 60 minutes.


Schedule Outlook email export with MessageExport add-in
MessageExport's Outlook Scheduler
Click Ok, and you're ready to go!  MessageExport will run this schedule at the interval you specify, will convert any new email messages to PDF that your rule places in the target folder, and will copy those PDF files to a location that you specify.

Thanks for reading, and if you have any questions please ask them in the comments field below.






Friday, July 27, 2018

Automatically Convert Outlook Email to PDF using MessageExport

Encryptomatic LLC's MessageExport(TM) add-in for Microsoft Outlook lets you transform your email content in lots of useful ways.

Normally, people simply select the emails they want to export and then click the "Export" button.  But what if your needs are little more complex than that?  What if you want to always export new emails to PDF files, and you want it to be done automatically, rather than manually?

This article shows how use MessageExport to convert inbound email messages into PDF files, automatically.

Editing Email Export Profiles

You can create new and unique export profiles in MessageExport. However, for simplicity, we are going to alter the existing"Export to PDF" profile so that when a new email message is received, MessageExport will automatically convert it to a PDF file.

From the MessageExport toolbar in Outlook, select the "Export to PDF" profile.

This is the MessageExport toolbar tab in Microsoft Office Outlook 2016.
Select Tools icon to edit an Export Profile.
This will bring open the settings for the "Export to PDF" profile.

Common settings tab in MessageExport add-in for MS Outlook.
Export Profile Settings.
On the "Common" tab, change the "Export from" drop down list to "Pre-defined folder," and then set the "Outlook folder" to your Inbox.

Its also a good idea to check the box for "Turn on Export History" to avoid duplicating emails during the export process.

Now jump to the tab labeled "Scheduler."

MessageExport scheduler tab in settings.
Scheduler Tab
The Scheduler tells MessageExport to run this export profile on a time table that you select.  Lets say we want to run this export profile once every hour. Here's how we do that.

First, click "Enable" to activate the scheduler. 
Next, click "Repeat every..." and enter "1" into the Hrs column.

Save it, and you're ready to go.

MessageExport will now check your Outlook inbox every hour. If it finds any new emails there, it will automatically convert them to a PDF file.

To stop the automatic email conversion process, just uncheck "Enabled."

There are countless other ways you can configure MessageExport using the scheduler. 





Wednesday, November 13, 2013

MessageExport for Outlook has been updated


Encryptomatic LLC today announced the availability of MessageExport 2.3.  MessageExport is an add-in software that extends Microsoft Outlook's email exporting abilities. MessageExport is the premier tool for converting Outlook email messages to formats that include .pdf, .eml, .mht, .tif, text, and many others. 


MessageExport 2.3 adds compatibility for Windows 8.1.  It includes a new file naming function that allows for indicating the presence of file attachments in the file name.  When opening a .pdf file with embedded file attachments, the attachments panel will now open automatically in Adobe Reader.

To download a 15 day free trial of MessageExport, and to learn more about it's advanced Outlook email exporting functions, please visit the MessageExport home page.

The change log for MessageExport 2.3.0.114 follows:
======================================================================================================
- 0003436: [Development] Windows 8.1 compatibility
- 0002732: [Add] An option in the naming schema to indicate if there is an attachment
- 0003401: [Add] Set PDF viewer to open Attachments Panel if there are attachments embedded to pdf
- 0003405: [Fix] Resolved an issue where PowerPoint was being closed during scheduled export execution
- 0003404: [Development] Resolved negative values for Scheduler interval
======================================================================================================

Tuesday, May 14, 2013

MessageExport: The Outlook Add-In For Email Export

If managing your Outlook email content is important to your work, then MessageExport is a tool that can save you a great deal of time and effort.

MessageExport is an add-in for Microsoft Outlook (2016/2013/2010/2007) that greatly expands your ability to save and convert your email messages. For more than six years, MessageExport has been an important tool for people who need to manage email content, simplifying the process of converting and copying email messages from MS Outlook to neutral formats such as .pdf, .eml, .mbox, .csv, and more.

With MessageExport, you can convert Outlook emails to different formats either in bulk or individually, and simultaneously perform additional functions, such as compressing the output into a zip file, or copying the output to a specific folder.

MessageExport uses "export profiles" which are selected from a drop down list in the MessageExport's Outlook toolbar. Export profiles are instruction sets that give you a lot of flexibility to determine how MessageExport operates.  MessageExport comes with about twenty pre-configured export profiles, such as, "Export to PDF - attachments converted/included." You can customize profiles, or create entirely new ones.

Choose the export profile in MS Outlook.
Email Export Profiles in MessageExport
To use MessageExport, start by selecting the Outlook email messages you want to convert from the email list.  Once the messages are highlighted, choose the desired export profile from the toolbar dropdown list.  Click the export button to begin the process.

The image below shows the entire process, from selecting Outlook emails, choosing an export profile, and starting the process.

Using MessageExport save Outlook email to PDF

MessageExport can also convert an entire Outlook folder, making it a great tool to use along side Outlook's Rules function. For example, if you want to convert all emails received from a specific email domain into a pdf format and copy it to a shared folder, this can be accomplished quite easily with MessageExport. There are endless ways in which MessageExport's capabilities can be combined in an Export Profile to automate manual email conversion processes.

Common uses for MessageExport

  • Bulk convert email to PDF
  • Convert an Outlook folder into a single PDF file
  • Convert an email and file attachments into a PDF file
  • Convert an email to PDF and embed file attachments within the PDF
  • Convert Outlook emails to EML, MSG or MBOX
  • Save selected Outlook emails into a CSV file
  • Schedule an export profile to run at a specific time interval and process new emails
  • Combine MessageExport with Outlook rules to process specific emails
  • Create specific naming criteria (bates-stamp like) and apply to the file name.
  • And much more.

The best way to learn about MessageExport is to download a 15 day free trial and try it for yourself. 

Thursday, October 25, 2012

Outlook to PDF: Converting Office Document File Attachments Into PDF Files

PDF is a good format for archiving email.  Correctly handling email file attachments when converting Outlook email to PDF files has traditionally been a challenge. MessageExport add-in for Outlook 2007/2010/2013 helps you overcome these challenges by providing several different methods you can select from to get the end result you desire.

Let's look at these methods and discuss their use and effect.

Converting Document Email Attachments to the PDF image.


Using the export profile called "Export to PDF - Attachments converted/included" causes MessageExport to create PDF that have file attachments embeded within the PDF image.  Excel spreadsheets, Powerpoint documents, Word documents, text files and images will follow the email mesasge within in the PDF document. 

The original name of the file is placed vertically along the left page margin so that it's easy to identify the name of the file.  This is a method that is often used when preparing email for legal purposes. It's very convenient, as the documents are easily visible within the PDF, and no software other than a PDF viewer is needed to view the documents. The documents are "frozen" in their original state and cannot be readily altered.

What happens if an attachment is unable to be converted?  MessageExport will default to embedding the file within the PDF to preserve it's context.  This means that the file can later be extracted from the PDF and separately analyzed.

Embedding Outlook Email Attachments within a PDF


When it is desireable to keep all email file attachments as a separate documents so that they can be extracted and later edited or manipulated with their native software application, MessageExport provides a profile called, "Export to PDF - Attachments Embedded." 

This profile will cause MessageExport to create PDF files that are not part of the PDF image, but rather embedded within the PDF document as separate files.  Using any standard PDF viewer, the documents can be later extracted and used.

This method works very well for personal email archiving, where it may be desirable to be able to have full access to the original documents  for editing or to continue working on them.

Extracting Outlook File Attachments

MessageExport makes it easy to save Outlook email file attachments to a folder, in bulk.  This process involves selecting the appopriate email messages in Outlook's message list (Control-A will select all emails in the list), then choosing the profile called, "Export to PDF - Attachments saved to disk."

MessageExport will leave the original email attachment within Outlook, so nothing is altered in Outlook's pst file.  A copy of the original file attachment is placed in the selected Windows folder, where it can be easily accessed. 


A free 15 trial of MessageExport for Outlook can be downloaded from the product home page.