PDF Convertor Plug In every time I try to email an Invoice as a PDF attachment

bobkent

FYI IGNORE CATEGORY - THE DROPDOWN WOULD ONLY LET ME SELECT AUSTRALASIA, HOW TO SITELINK, SPAREFOOT & STOREDGE MERGE, CLICKANDSTOR DIRECTORY, OR CALL HERE - I WANTED TO SELECT SITELINK GENERAL DISCUSSIONS

We've been down the rabbit hole on this one, both with R6 Digital and Storable. It appears to only work when user is logged onto the PC/laptop as an administrator. Obviously we can't give that level of access to all users as that breaches all sensible security policies.
Other than giving this very administrative task to our top IT people, what else can we do?

themage

Ok, so your users are not given admin level accounts in windows, and when they try to send an email from Sitelink, it wants to install the PDF convertor because they are trying to attach a letter as a PDF. The install fails because the user does not have admin priveleges in windows. Is that correct? 

The solution is to get someone who does have admin in windows to log in to Sitelink on each computer and email a letter to install the plugin. The plugin will only need to be installed once, then any one using that computer will be able to email using the plugin.

bobkent

Hi Themage - thanks for your answer, but we've tried that with no success. It appears that the plug in download is tied to the logged in user, not the device they are logged into. We've tried logging in with Local Admin and Global Admin users, as soon as we switch to a non-admin user SiteLink prompts to download plug in again for each attempt and does not send the attachment. At the moment we either have to ask our IT Lead to do this for us, or print the letters to PDF & use a manually populated email template which is time consuming.
Any other ideas/suggestions would be gratefully received - really keen to get a resolution for this.

MamaDuke7

Have you called in to tech support?

bobkent

Yes, I've spent hours on calls with both R6 Digital (our SiteLink migration partners) and with the Storable US tech support teams including having them remote into our devices (including a newly built clean PC with nothing but Windows 11 and Sitelink installed), but no resolution beyond logging in as Administrator each time, and it has to be the full Admin login, not the local Admin login.