PDF and Email an Invoice error with MS Office® 2013

The following situation can occur when MS Office® 2013 is installed. Follow these steps to allow invoices to be sent via email from Synergy in PDF format when MS Word® 2013 is installed. MS Word® 2013 is used to create the PDF copy of the invoice, which is then attached to the email message created by Synergy.

Problem

After creating a new invoice in Synergy, you click the PDF and email the invoice button. The following error message is shown and the Synergy email wizard does not get launched:

'The ShowBookmarks method or property is not available because this command is not available for reading'.

Click the image above to see the error when emailing a PDF invoice.

Solution

The error occurs as Synergy does not have the correct start-up access in MS Word® 2013. This means that Synergy cannot take the existing MS Word® invoice and convert it into a PDF file. This conversation process must be done before the file can be attached to the email message. Correct the following setting in MS Word® 2013 to resolve this issue.

  1. Open MS Word® 2013.
  2. Open a blank document.
  3. Go to the File menu > Options.
  4. On the General Tab review the options checked in the 'Start up options' section.
  5. Uncheck the option 'Open e-mail attachments and other uneditable files in reading view'.
  6. Click OK on the MS Word® options screen.
  7. Close MS Word®.

Click the image above to view the MS Word® settings.

  1. Go back to Synergy, and open the Project > Invoices tab.
  2. Select the PDF an invoice button for the required invoice row.
  3. The email wizard will now launch without error, allowing you to send the PDF copy of the invoice.

Tip: Learn more about how to create a PDF invoice and send it via email from within Synergy.

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