4.1. Testing Integration with new E-mail Applications

Step 1: Test whether you can use the Send To-Mail Recipient feature to initiate a new e-mail in your mail application

• in Word or Excel, create a test document and do a File > Send To > Mail Recipient (As Attachment)
• confirm that it attaches the Word file to an e-mail in your e-mail program (make sure you are logged into your e-mail account, of course)

This will be the first step in determining whether Attach Plus has the ability to integrate with this e-mail program. If Send-To integration does not work, then unfortunately Attach Plus will not be able to integrate. If it does, then we'll try the next step:

 

Step 2: With Attach Plus installed and running (you can download the free trial at http://www.attachplus.com/tryit.jsp if you do not already have it installed on your workstation), test to see if Attach Plus can find your e-mail program. To do this, right-click on the yellow Attach Plus icon in your system tray and select Settings (again, please make sure that you are logged into your e-mail account). Under the General tab, use the drop down to see if you are able to locate your e-mail program.

 

This is the second step in determining whether Attach Plus will work for you. If Attach Plus is unable to locate your e-mail application upon installation, that means that your e-mail application is not MAPI compatible, which is another requirement for integration.

 

Step 3: If the above 2 steps work for you, then we're in good shape! Under the same Attach Plus Settings tab, select your e-mail application and *make sure that Send To integration is enabled* (this is very important!). If your mail app warns you that it is no longer the default mail application, that is okay - you should *not* set it back to the Windows mail application.

 

Step 4: Open a Word document, then do two tests:

 

If all of the above steps do work, then you'll be able to use Attach Plus via send-to integration and via the print driver. Note that if your e-mail application is web-based, Attach Plus will *not* be able to work directly from the attachment option (i.e. paperclip integration) in your email program - this is a limitation of all web-based email applications.