I wanted to get this out there since we are seeing more and more cases come in on this. When attempting to email templates, users receive the following message:
"You must have the Microsoft Save as PDF or XPS Add-in for 2007 Microsoft Office installed to send documents.”
During troubleshooting, we ran through the list of items that typically cause this error;
- Text boxes inserted on the template (https://community.dynamics.com/gp/b/dynamicsgp/archive/2012/03/20/word-templates-when-emailing-documents-as-pdf-a-save-as-window-opens-and-email-fails.aspx)
- Selected all file formats available in Company E-mail Setup (Administration >> Setup >> Company >> E-mail Settings)
- Checked the dll version of the Word Add-in to make sure they were up to date
- Made sure the user had admin rights to the %temp% folder
After checking off the above, we were still unable to generate an email.
We found the issue lied within a missing Microsoft Office Interop in the following location:
(C:\Windows\assembly)
Once you path out to this folder, you should find Microsoft.Office.Interop.Word.dll, which allows for code to interact with the applications COM-based model. The client was missing this, so we downloaded the Interop from http://www.microsoft.com/en-us/download/confirmation.aspx?id=3508, and the emails started generating.
Hope this helps!
Kelsey
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