Hi, I want to send out a document to external requesters once the process is over. Ideally, I would like to add information I collected across different stages of my process on a customizable template.
Best answer by Ana Gomes
View originalHi, I want to send out a document to external requesters once the process is over. Ideally, I would like to add information I collected across different stages of my process on a customizable template.
Best answer by Ana Gomes
View originalAmazing website, Love it. Great work done. Love the way this website has been done. www.office.com/setup
Thanks for this information.
Thank for information.
You were great and everyone received so much from your experience and knowledge
Absolutely amazing, thank you for sharing your knowledge with me.
Example. You create a new field Name2. Them automation put the content of Name in Name2. Template e-mail get the content of Name2.
Thanks,
Hey
You can access the product feedback area of our community to suggest that improvement there as well!
Within our current possibilities we suggest that you create fields in the pipe that are filled with the data from the record using an automation, that way it can be used in the PDF generator.
No account yet? Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.