HomeGuides :: Attach PlusUsage QuestionsTesting Integration with new E-mail Applications

4.1. Testing Integration with new E-mail Applications

If you use an e-mail application that is not currently on our list of supported email clients (see the list of compatible e-mail applications), we still may be able to integrate.  The two requirements for integration are:

  1. that your e-mail program is MAPI compliant and
  2. that Send-To integration works
You can try the following steps to test whether Attach Plus will work for you:
 
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:
  1. Print the document to the Attach Plus - E-Mail PDF print driver, then click Attach and confirm that a new email window opens with the attachment on it
  2. Use the File > Send To > Mail Recipient (As Attachment) menu again in Word. Choose the PDF attach format in Attach Plus, then click Attach and confirm that a new email window opens with the attachment on it
 
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.
 
If you find that integration with your e-mail program does work, please email us at support@attachplus.com to let us know - we'll get it added it to our list of integrated e-mail applications!
This page was: Helpful | Not Helpful