Printable Attachments for Creatio adds the ability to easily attach printables to any record in Creatio. Simply select the printable from the menu on the Attachments & Notes tab of any record and the printable will be added to the attachments of the record. This menu will display the printables available for the current record and also the printables for any related records as well. When sending an email from Creatio, the Printable attachments for Creatio addon will allow you to simply attach a printable to the email as well.

Use cases:

• Quickly generate a printable attached to a record. No need to first download the printable and then attach it.
• Send emails with printables attached for sending attachments such as quotes, invoices, contracts, etc
• Attach printables for related records as well. For example, on an order, you can attach a printable for the order, or from the linked opportunity, account, or contact.

Key features:

• Easily attach printables to a record without the need to first download the printable.
• Printables for related records are also available to attach.
• Attach a printable to an email sent from Creatio.

Notes:

System settings are available for (see installation and setup information):

• Including related record printables
• Related records to exclude
• Displaying the printables menu as a single menu or nested menus for each record type