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Printable attachment in email for Creatio

Send email generated from template and attach printable file

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    The "Send Printable as Attachment" is an add-on to the Creatio platform, which allows users to send email generated from template and to attach printable template converted to pdf file by using special "User task" element in business process. 

    Use Cases:

    You can apply this add-on to any recurring event that requires an email template and a printable to be sent out. For example, this could include monthly invoices or weekly reports.

    Key Features:

    • send templated email by using "Send email generated from template with attachment" user task like any other business process element;
    • attach printable file selected from printable template lookup;
    • convert attached file to pdf if it's necessary.

    Notes:

    • Only one printable template can be attached to email.
    • Convert to PDF option only works on legacy systems

     

    Support conditions

    Email Support: 4 hour response between 9am and 5:30pm GMT, weekdays.

    Phone Support: 4 hour response between the hours of 9am and 5:30pm GMT, weekdays.

    Please contact creatio.support@collierpickard.co.uk for help. 

    Price
    Printable attachment in email for Creatio cloud/on-site subscription
    $ 199
    / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.12 and up
    Platform
    .Net Framework
    Guides and manuals

    1. Open business process. Go to "System designer" > "Process library", open existed or create new business process.

    2. Add element. Add "User task" element to the diagram and select "Send Email generated from template with attachment" user task in the "Which user task to perform?" field.

    3. Setup process element parameters. Fill in following parameters:

    • "Mailbox for send email" (the From email address) - select from lookup of existing email accounts setup;
    • "To" - select recipient email address;
    • "Email template id" - select from "Email template" lookup that would form the email body;
    • "Id of record, that used in email template filling" - select a object record that will be used to fill the email template;
    • "Printable template id" - select from lookup the printable you wish to attach to the email;
    • "Id of record, that used in printable filling" - select the object record that will be used to populate the printable;
    • "Convert to PDF?" - option to convert the printable to PDF or leave as word document ("True" or "False" value).

    4. Save business process. Press "Save" button to save changes and run this process to test user task performance.

    Leave your feedback about the solution to its developer and Marketplace team