Creating Electronic Versions of Research Tracker^® II Printed Reports

(Research Tracker^® II Tech Topic; May, 2001)

Want to send your client a copy of the Job Profile as an email attachment?  Need to email an off-site recruiter a calling list?  Want to email your boss a current client list or copy of an invoice?

Creating electronic versions of these and other Research Tracker^® II outputs is possible using Adobe Acrobat^® software with the Research Tracker^® II system.

If you don't already own a copy of Acrobat^®, you can purchase it online by visiting the Adobe website: www.adobe.com/store/products/acrobat.html.  Acrobat^® lets you create an electronic version (called a PDF file) of virtually any type of document, including any Research Tracker^® II output – recruiting lists, invoices, profiles, reports, etc.  The electronic file can then be imbedded in or attached to an email message.  The recipient can then view or print the file and it will look exactly as it did in Research Tracker^® II.  Plus, the recipient doesn't need to purchase Acrobat^® in order to view the file.  The current version of Acrobat^® is priced at $249, but if you qualify for an upgrade, the price is $99.

Once you've installed Acrobat^®, open Research Tracker^® II and create the document you want to send.  In Print Preview mode, click File, then Print.  Click the button beside the "Name" box in the printer dialog box.  Once Acrobat^® has been installed on your PC, you will see new options on the drop down box.  Click "Acrobat PDF Writer" then "OK".  You may also want to review the "Properties" associated with that option, however the default selections usually work well.  The "Save PDF File As" box will open.  You then specify a file name and location for the newly created electronic version of the report.  The correct file extension is PDF.  There are also options to View the file and Edit the document information.  After the PDF file is created, close the Print Preview screen in Research Tracker^® II.

Open Outlook or other email system.  Create a message to your email recipient and Attach the newly created PDF file.  Send the message.  Your email recipient can simply double-click the document icon to open the file.  Note:  Reading PDF documents requires that you have a free program called Acrobat^® Reader installed on your PC.  It comes pre-installed on most computers, but it can also be downloaded from the Adobe website.

Once you become familiar with Acrobat^®, you'll discover many other uses for this great product.

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