Print Document PDF Action and then Send Document in Workflows
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Nikki Webster
I would like to be able to automatically create a pdf version of a Document to then have it be sent to them. It would be great if we had the option of sending the document immediately to a contact or not from the same wotkflow action.
Additionally, I'd like to be able to vary the size and orientation of the PDF "Print". This, of course, would require that we also be able to choose the size and orientation of a Document as well (but that's under Documents, not automations)
This is useful in sending reports with updated information from custom fields, etc. With this feature, we could use the Documents feature for many ither things outside of just Contracts. An example would be personalized workbooks, quartely company reports with earnings stats to relevant parties, etc.
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