Email Preferences

The Email Preferences section contains all of the email settings for Xodo PDF Studio.

To open the Email Preferences dialog:

    1. Go to File Tab > Preferences
    2. Select Email from the panel on the left of the preferences dialog to view or modify these preferences.

Settings

Enter your email account information to send PDFs from within Xodo PDF Studio.

PDF Options - Options to perform on the document prior to sending via email.

  • Flatten All Comments: Flattens all annotations including text boxes, shapes, highlights, and stamps directly onto the document so that they can no longer be edited.
    • Annotations such as the sticky note will have comments removed but the image will still be placed on the document

Note: The following annotations (file attachment annotations, links, sounds, and redaction annotations) will NOT be removed when flattening annotations. Even though technically file attachment annotations, links, sounds, and redaction annotations are annotations, they contain actions that would also be removed if the annotation was flattened and so they remain to not interfere with the functions placed in the PDF.

  • Flatten All Fields: Flattens all fields including text boxes, check boxes, radio buttons, combo boxes, list boxes, buttons, and signature fields directly onto the document so that they can no longer be edited. All values within the fields will be flattened as well

Use Microsoft Outlook - Check to enable sending directly from Outlook (only on Windows)

Use Mac OS X Mail  - Check to enable sending directly from Mail (only on Mac)

Use Xodo PDF Studio - Check this option to use the built in email function within Xodo PDF Studio. You will need to first setup your email account information in order for this to work.

Click on Edit to input your email settings.

  • User Information
    • Your Name: Name to be displayed when sending the email.
    • Your Email: Email address of the account you wish to use.
  • Server Information - these settings will need to be obtained from your email service provider.
    • Outgoing server
    • Server requires authentication
    • User Name
    • Password
    • Remember Password
    • Specify Port
    • Start TLS

Use the Test Connection button to make sure that your settings are correct before saving your settings.

Use other email application - Allows you to use a command line action to start an email application. Enter the 2 command lines fields to send email with or without attachments since you must use different command lines for each of them. This can happen when running Javascript actions or when starting the mail function in Xodo PDF Studio.

Command line email examples with a subject and an attachment

Outlook on Windows:

Command line: start outlook.exe /c ipm.note /m "&subject=$filename"

Command line (with Attachment): start outlook.exe /c ipm.note /m "&subject=$filename" /a "$filepath"

Thunderbird on Linux:

Command Line: thunderbird

Command Line (with Attachment): thunderbird -compose subject=$filename,attachment=$filepath

Thunderbird/Outlook on Mac:

Command Line: open -a "Microsoft Outlook.app"

Command Line (with Attachment): open -a "Microsoft Outlook.app" $filepath

You can also click on “Add variable” to add some pre-defined variables.

To verify your settings have worked correctly, open a document and click on the email button or go to File > Email.

Note: At this moment, Mac users can only open the specific mail application without composing new email