Quote:
Originally Posted by michael37150
Quote:
Originally Posted by Charles Kenyon
I would strongly urge you to consider using a template, creating a new document based on the template, and using Save and Send to send as an email attachment.
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I thought that is what I was doing. I have a folder with a saved email with a document attached to it. When I need to send an invoice, I open the email, then I open the attached document. I edit the document, click save, then close the document. I then enter the email address, click save and the send. |
Templates and documents are two entirely different things. What you've described so far is a document. And, as you're working from an email attachment, you're just as likely to be sending the
unedited document, since editing email attachments typically doesn't update the attachment, but only the temporary copy of it that you've opened. Hence Charles' comment:
Quote:
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editing documents attached to emails has been a very good way for people to lose their work.
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In any event, working with a proper template (which is what the zip file in
https://www.msofficeforums.com/word/...html#post34444 contains) and attaching the document generated from it to an email is hardly any more difficult - it also gives you a permanent copy of the invoice without having to troll through your emails.