Dynamics Community Forum Thread Details

Going Green - Better Print Processes

I'm new to Solomon and just joined my company a few months before they moved from 6.5 to SL 7 FP1.

Something that annoys me is that out of the box it is not so simple to print to PDFs intelligently - jobs set to print automatically (like packing sheets, shippers, invoices, etc) when set to print to file will create a file named after the report being used, instead of something more intelligible like the unique identified (eg. orderID) related to whatever is printing. Same when printing manually unless you use something like PrimoPDF/Bullzip/CutePDF which asks for a filename before making the file.

My dream would be for anything that is useful to have printed to be made as a PDF with a unique and quickly identifiable filename, which I can dump into a folder and use a thirdparty application/script to move around into folders to make life easy for everyone involved. We seriously have people who will print documents, scan them as an image, and email that to customers, or save it for their own records.

Is this even possible? If someone can point me in the right direction I'd appreciate it!

For emailing and faxing Version 7.0FP1 has EDD (Electronic Document Delivery) with DSL 2011 it works well. MaxQ has Doc Agent that works well with version 7.0.

For saving documents with useful names DSL has DocShare which will publish some documents to a SharePoint site with a useful name.

For documents that can be reprinted if needed, so you do not need to keep every "Print" (ie Sales Journal). Print it to file then you can use PTFB to push the buttons to overwrite if using an automated process.

We use Doc Agent (MaxQ) to send documents and Print to file using PTFB in automated systems. This has greatly reduced the amount of paper that we use. We have also instructed our users how to save a report to file so they can email or keep it for later. Many of the users we have shown how to use application server to schedule reports and email them automatically.

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