Automate Email with file attached.
M
Mitch Rays
Idea - As the workflow is complete the system would generate an email with a copy of the completed PDF/Report attached, this would automatically send to the user who has completed the workflow.
Additionally also having a txt field to add clients emails for instant reports as well.
Great for quick response to clients, supervisors and for file creation and ease of storage.
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N
Neil Cordon
Sounds great - we might have to have it go to a line manager prior to the customer but the concept is great