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How can i automatically save emails in outlook 2010 to a searchable pdf to a specific folder in file explorer

Community Beginner ,
Aug 15, 2017 Aug 15, 2017

i am running a digital filing cabinet, with all searchable paperwork for the business.

I am trying to automate lots of actions to save time.

I use outlook 2010 as my email provider.

I receive emails from paypal advising me of purchases that have been made

I want to automatically convert each individual email to a searchable pdf

and save it to a Paypal folder, in my file explorer

i do this manually by right clicking and clicking convert to pdf.

however this is very time consuming

any suggestions would be gratefully received.

thank you

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Create PDFs
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Community Expert ,
Aug 15, 2017 Aug 15, 2017

I wonder if you might benefit by right clicking on an Outlook folder (instead of an individual email itself) and converting the folder to PDF Portfolio.  You would be able to perform a find in the individual contained PDFs, or a search across the entire contents of the portfolio. You could use Outlook's Rules to compartmentalize your inbox into folders and convert them this way.

My best,

Dave

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Community Expert ,
Aug 15, 2017 Aug 15, 2017

I wonder if you might benefit by right clicking on an Outlook folder (instead of an individual email itself) and converting the folder to PDF Portfolio.  You would be able to perform a find in the individual contained PDFs, or a search across the entire contents of the portfolio. You could use Outlook's Rules to compartmentalize your inbox into folders and convert them this way.

My best,

Dave

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Community Beginner ,
Aug 15, 2017 Aug 15, 2017

I've tried selecting multiple emails and convert to pdf and it files as 1 pdf file, but I would like each email to be a seperate pdf at the moment.

would selecting the folder overcome this issue.

I use outlooks rules to compartmentalize

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Community Expert ,
Aug 15, 2017 Aug 15, 2017

Your end result is a PDF Portfolio, which is a packaging of PDFs inside a PDF container.  The files contained within are normal PDFs, and can be extracted out of the portfolio at any time.  If you've never used PDF portfolios, give it a try.  they are super-handy, in my opinion, and might help your automation needs.

My best,

Dave

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Community Beginner ,
Aug 15, 2017 Aug 15, 2017

ok

so how do i automate the process could i do this with auto archiving perhaps

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Community Expert ,
Aug 15, 2017 Aug 15, 2017
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Yes - I do see, in the Acrobat ribbon in Outlook, a "Setup Automatic Archival button.  That might be worth exploring.  I will be away from my computer for a bit.  Give it a try to see if it can help - and let me know!  I'll run some experiments when I get back as well.

My best,

Dave

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