How do I send Word Documents as a PDF on email?

When you have a word document open that you have finished writing and would like to email, there is the option to change it to PDF when you send it. If you would like to add this as a shortcut to your command bar in Microsoft Word (Aka Send as PDF in one click) then checkout the instructions here.

For a video version of these instructions, please click here

How to send as PDF from Word Document

To do this, first save your Microsoft Word Document.

1. Select File from the top menu

2. Next Click on Share

3. Click on Email

4. Click on Send as PDF
   
   

   Open

   

   
   
   This will open an email with a PDF attachment of your Microsoft Word document. Please enter in the normal email details and then press the SAVE icon on the top of the email before you send. 
   
   IMPORTANT: Failure to do this step may result in the text of your email not being send through.
   
   
   

   Open

   

   
   
   While this process does not create a PDF version within Wise Owl Legal, you can save the PDF to the OWL using the Outlook Helper to save the email out.

To save the email out, go into your Sent Mail folder and find the email you have sent out. 

Press the Save to OWL button to save the email and on the pop up, choose ' Extract Attachments and Keep Original'.

This will save both the email and the PDF document as separate files into Wise Owl.

How to set up ‘Sent As PDF’ with one click (aka set up Send as PDF on Command Bar)

1. From your Microsoft Word application, click on the down arrow next to your command bar

   1. Choose More Commands from the dropdown

2. Choose All Commands

3. In the First selection box, choose E-Mail as PDF Attachment

4. Select ‘Add’ to move it into your Quick Access Toolbar

5. You will see it at the bottom of your bar

6. Press ‘OK’ to finalise
   
   

7. You will now see the Email as PDF as a small button on your command bar

8. When you press the above button in a Word document, it will add the open Word document to an email as a PDF. Please be aware that it will add the Word document on ‘as is’ in its last saved state - Make sure to Save BEFORE attaching to the email.