How to use it

Sections

The PfT button

Print for Trial adds an extra button to the ribbon of Outlook. Print for Trial , or PfT , can be installed any desktop version of Outlook from Outlook 2007 onwards. If dos not work on the Mac version of Outlook or the web page version.

With one or more emails selected click the PfT button. The PfT window will load.

Welcome Page

The PfT window opens with its Welcome tabbed page selected. As the window opens PfT processes the emails you have selected, breaking down the sub-messages and collecting the data it needs. While it does this an orange panel displays information about the number of emails and sub-messages being processed. The length of time this takes will depend on both the number of emails selected and the complexity and number of sub-messages in each. In case the process takes too long there is a Cancel button. If you click this the process stops and the window closes, allowing you to think again about the number of emails selected.

Once the process is complete the orange button panel and Cancel button disappear.

The upper part of the welcome page gives summary details of the email or emails selected while the lower part indicates the purpose of each of the tabbed pages.

If you have selected two or more emails there is a pop-up message summarising what PfT has processed. The screenshot below was sent in by a satisfied user to show just how many emails PfT had processed in one go.

However, be aware that there will be limits to how much can be processed. The limits will be determined by your computer and the programs running as well as the size and number of emails being processed. One user reported problems but she was trying to process over three hundred emails as a single document.

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Register Page

If you are evaluating PfT the second tab page is header Register. While you are evaluating you can ignore this page. Once you have paid for your licence you need to click the Register button. This causes PfT to contact its on-line licence database and download and save your licence details on your machine.

Once you have paid and registered you the Register tab page is not shown, Instead a new page called Registered is added as the last-but-one page and gives details of your licence.

See Evaluation.

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Senders Page

The next page lists the people who have sent messages in this correspondence. There is a tick-box for each person in the correspondence and, by default, all are ticked. If you un-tick any of the senders then messages from them will not be included in the output.

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Messages tabs page

The next tab page displays each of the messages in a separate tab. There is a select tick box for each message and if you have deselected a sender on the previous page their messages will be de-selected here. You can choose to select or de-select any messages and these choices will over-ride any made on the Senders page.

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Messages Grid Page

This page also displays the messages in the correspondence but in a grid layout. This was added for PfT2 because if multiple emails are being processed the number of messages involved may be significantly greater and the grid gives a better overview.

Grid Page: Resize the screen or columns for a better view

The column headed Plain Text Body holds a copy of the main email’s text. You can adjust the form size of the form to give the best view possible on your screen. Use the Maximize square button at the top right hand corner of the window or re-size the form by dragging a corner. You can also re-size the columns: get the mouse pointer on the line between tow headings, for example between the heading Subject and Plain Text Body. The mouse pointer will change to a two-header arrow which you can drag left or right to change the width of the column.

PfT will remember the size you left the form and show it in the same size and position the next time it appears.

Grid Page: Take a peek at the message’s text

Also, if you hover the mouse above the column some of the text will be shown in a pop-up.

Grid Page: Spotting duplicates

When PfT processes more than one email there will usually be duplicates among the appended messages. PfT will try to eliminate these duplicates, however, there may be occasions when it fails. The grid view is the best place to spot any duplicates that have slipped through and de-select them so they do not appear in the final document.

For all appended messages the date is in plain text and it may be shown in all sorts of different formats. PfT has to re-format such dates so that all dates are in the same format and can be sorted. If PfT fails completely it will assign the minimum possible date which means that the message concerned will be sorted to the top of the list and the messages will be presented in the wrong order. Should this happen it would be very helpful if you could contact us so we can look into it.

Grid Page: Attachments

The Message (grid) page is where you can see attachments and decide whether they should be selected. Special considerations apply to attachments which are explained on the Attachments page.

Grid Page: Invalid Dates

If you are processing a single email then PfT simply reverses the order of the messages. However, if you are processing more than one email then PfT needs a way to keep all the appended messages in the right order. It does this using the date and time of each message. However, in the case of messages appended to the current email all that PfT has to go on is the set of details at the start of the appended message. This usually contains a line such as:

Sent: 05 September 2020 09:20

However, the format of the date and time can vary considerably depending on the settings on the machine where the message was appended to the email. PfT has to convert that text date and time into a consistent format that can be sorted. PfT can handle a wide variety of formats but it is just possible that you may encounter one that PfT cannot handle. If this happens the resulting date will be invalid.

If there are any invalid dates you will have received a warning while PfT was processing the emails. On the grid invalid dates will be have a red background and because, when PfT is processing more than one email, it uses these dates to sort the messages the message with the no date or an invalid date will be at the top.

In the example above, PfT has been unable to work out the date for one appended message so it is treated as having the minimum date possible. This results in it being sorted to the top of the grid and given a red back ground. By default, you are not able to edit the messages in the grid but when processing more than one email an extra tick box is shown which will allow you to make the SentOn column editable.

If you can work out what the date and time should be then you can enter the correct value here. Be aware that as soon as you press the enter key or use the arrow keys to move off the row you are editing then the records will be sorted and the one you have just edited will jump to its correct position.

It may be useful to look at the message in the Messages (tabs) page where you can see the text value that has caused the problem.

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Cover Page

Here you can set up an optional cover page for your output. You can enter your own title and introduction or use the defaults.

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Preview Page

The preview page does what it says, reflecting any selection of messages you have made, your cover page settings and some the options that appear on the Print page. The preview shows hyperlinks, if selected, but not page breaks.

Note that from version 2.0.4.0 there is a button below the previous pane that enables you to copy the preview to the Clipboard. This enable you to paste it directly into Word and will assist the creation of complex documents. This feature is not available while in Evaluation Mode.

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Output page

On this page you can output your work to either a printer or to one or more files. You may be preparing evidence to be presented on paper or to be viewed as files on screen. The options here cater for both possibilities.

The top section of the screen allows you to set a range of options.

Include cover page and message list
Include all selected messages

Although you would usually use PfT to print the selected messages there may be times that you want just the cover page with its summary list of messages. Also, you may not want the cover page. If you click any of the Print or Output buttons with both of these unticked then a warning will be displayed as there will be nothing to include in your document.

Show each message on a separate page

If you leave this unticked the there will be no page-breaks in the document. If you output to HTML page breaks will now show up when viewing the file on screen but will be there if you print the file.

Show images

Emails can include images such as logos and other illustrations. This option enables you to choose whether or not to show them. If in doubt, use the Preview page to decide whether having the document with or without images suits you better.

Add hyperlinks and bookmarks

Hyperlinks and bookmarks are not relevant if you want only printed copy. However, if you want to use the documents produced by PfT either alone or as part of a large collection they are very useful. When PfT produces a single document, whether HTML, PDF or Word, hyperlinks on the cover page enable the user to jump straight to the relevant message and a link at the end of each message enables the user to jump back to the contents page. In addition there are bookmarks in the page header added above each message when the separate pages option is on. These enable the user using Word or a PDF viewer to use the bookmark viewer in those programs to jump to the bookmark. In most PDF viewers the Bookmarks are so easy to use that extra hyperlinks are not needed.

The user can choose between two alternative bookmark formats – sender’s name first or date first.

See Bookmarks.

Show page numbers

This option simply displays page numbering in a footer. In Word and PDF format the title of the document is also included in the footer.

PRINT

The Print section shows the currently selected printer so you can decide whether or not you need to show the Printer Dialog to change it.

The Print Attachments tick-box is not available if there are no attachments for the currently selected emails. When printing attachments PfT uses Window’s ability to use the default application for each file type to do the printing. In many cases the application will not be visible but in some the application might appear on screen before printing the attachment. It is not recommended to print Excel attachments without viewing them first as they may not be the right size and shape for simple printing.

FILES

In the Files section three buttons give you the choice of producing output as HTML, PDF or Word files.

Above the buttons are a number of relevant options.

You can choose whether to create your output as a single file (containing all the selected messages) or a series of files, one for each message. The multiple files option may be useful if you intend to integrate the messages into a wider-ranging report or document.

Both the Word and PDF files are created using Word behind the scenes. The HTML code of the messages is converted into a Word document and, if required, that is then saved as a PDF.

If you choose to output as a single file, PfT will ask you for a file name to use and then show the document on screen.

To display the PDF and HTML files PfT uses whichever program you have set up on your machine to handle that type of file.

If you choose to output multiple files then further options will appear.

First you have the choice of three different formats for the file names for each message. The default is that files will be named with the Sent On date of the message and the sender’s name. The date format used (year-month-day) means that the message files will be sorted in date order when displayed in File Explorer.

If you prefer you can choose to use the more usual day-month-year format with either the date or the sender’s name first.

When you output to multiple files a cover page list of messages is not usually helpful as you will be combining the messages with other documents. However, users have asked for the message list to be available as a CSV file as a basis for further customisation. If you tick the box there is a choice as to what is included in the list.

When you click one of the output buttons (HTML, PDF or Word) the if you chose to output multiple files PfT will ask you to choose a folder in which to save them, or to create a new one. If the folder exists you will be told how many files are in it an given the option of deleting them all before saving the new ones. Then the folder will be opened to show the files.

Evaluation restrictions on output

While you are evaluating the software without having bought a licence the Preview page will show you the messages in full. However, when you come to output to either a printer or to files you will be able to produce and print only the cover page and the first message. We want you to be able to check that PfT works as expected on your system but not more. See the Evaluation page.

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Feedback page

The Feedback page has a button that will prepare an email ready to send us so that it is really easy to let us know your thoughts about the software.

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Registration details page

The Registration Details page is visible once you have bought a licence and registered it. It shows the details of your current licence. The is also a button to remove the registration details if appropriate.

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About page

The About page shows the software version number and other system details.