[MarissaN]

I am new to creating workflows and am not certain of the limitations. We have a number of legal documents that need to be created for entity records. Ultimately what I am hoping to achieve is on record creation a button that will generate and email a PDF merge of specified legal documents.

Is it possible for a workflow to generate a mail merge document? Or should I be looking in another direction for this?

Thank you!
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[sethu]

Are you looking to send out a mail contains PDF document to the users upon creation of the record?

If so…Workflow can do this operation.

Regards,

Sethu

[MarissaN]

Hi!

We need the document (an NDA) to be emailed to the user as well as the potential customer, partner, etc. I have not been able to find how workflow can generate the document (from a PDF template merge) and email. I have only been able to see that an email workflow that can be done after the user has created the document.

Originally posted by sethu

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Are you looking to send out a mail contains PDF document to the users upon creation of the record?

If so…Workflow can do this operation.

Regards,

Sethu

[mushrush]

I am trying to do something similar. I have a PDF Template that has the CRMSDK Tags in it created. I can create a merged PDF file successfully from the prospect/customer list, but when trying to include this PDF Template in a workflow to be attached to an email is not working. It just sends the template file without the CRMSDK Tag populated with the customer/prospect’s information.

Is it possible to merge the pdf before attaching to the email?

[Author]

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