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Send Bank statments & advices by pdf/email

  • Nash21979
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8 years 2 months ago #18881 by Nash21979
Hi Guys,
Can You please de scribe the steps/actions needed to send stmt and advices to customers in pdf by email.
Many thanks

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8 years 1 month ago #19121 by stanize
Replied by stanize on topic Send Bank statments & advices by pdf/email
I have used EFS Autoform, It is a Document management software.
But I suppose there are several other ways of doing this.
If you have more questions, please feel free to ask...

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8 years 1 month ago #19123 by leopoje
Replied by leopoje on topic Send Bank statments & advices by pdf/email
May you please share the material for EFS Autoform that you have used.

you may send to This email address is being protected from spambots. You need JavaScript enabled to view it.

If it was so, it might be; and if it
were so, it would be; but as it isn’t, it ain’t. That’s logic... (computerrage)

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8 years 1 month ago #19130 by ashwinkumar
Replied by ashwinkumar on topic Send Bank statments & advices by pdf/email
Dear all,
I too face the same issue, where Temenos core EMAIL.OUT service is sending the statement via Email in text message, But instead we need to send in PDF attachment. Could any one tell us, how did u achieve this? Moreover EFS autoform is temenos product, expensive and we need to buy to use this. Awaiting for the reply.

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8 years 3 weeks ago #19162 by stanize
Replied by stanize on topic Send Bank statments & advices by pdf/email
Hi,

I haven't used EFS in a long time, but like ashwinkumar has stated, you probably need to buy the product.
If buying such a product is not an option, then you should look into developing a local solution,
It should be possible to find open source programs for converting text to pdfs


Dear all,
I too face the same issue, where Temenos core EMAIL.OUT service is sending the statement via Email in text message, But instead we need to send in PDF attachment. Could any one tell us, how did u achieve this? Moreover EFS autoform is temenos product, expensive and we need to buy to use this. Awaiting for the reply.

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8 years 2 weeks ago #19195 by ashwinkumar
Replied by ashwinkumar on topic Send Bank statments & advices by pdf/email
Hi stanize,
I agree with your reply and I too thinking of getting java code to convert the message in pdf format, but i couldn't find it. Could any one help us to send the java code.

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  • jpb
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8 years 2 weeks ago #19196 by jpb
For plain pdf the free txt2pdf (or any other programm alike) can do the job quite easy.
As soon as you need real formatting, inserting of pictures etc. I fear you have to decide for a external tool, at least buy a pdf converter that can handle such.
If you want to do it on your own with java search for i-text.

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  • Nash21979
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8 years 2 weeks ago - 8 years 2 weeks ago #19204 by Nash21979
Replied by Nash21979 on topic Re:Send Bank statments & advices by pdf/email
Hi JPB,
Can you please advise how to setup for plain text sending plz. The delivery doc slightly touches upon it but doesnt go into detail.
Thanks
Last edit: 8 years 2 weeks ago by Nash21979.

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8 years 2 weeks ago #19208 by jpb
We use pdf2txt for "printing" of reports and p-function (using COMMAND in PRINTER.ID).
For advices/statements we use an external print solution as well.

Maybe somebody using core can help.

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8 years 2 weeks ago #19215 by Nash21979
Replied by Nash21979 on topic Re:Send Bank statments & advices by pdf/email
Hi Again,
I have setup the DE.FORMAT.XML, DE.ADDRESS, DE.PRODUCT ... when I try to preview the email from the FT for a credit advice, I get a blank page with only "PREVIEW" written.
Is it possible to see a preview of the created email (I bilieve it should be in XML).
Any thoughts?
Regards,

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