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nicka_uvarova2021-10-27 22:34:37
Bitrix24
nicka_uvarova, 2021-10-27 22:34:37

How to set up automatic sending of a letter with a PDF file?

a transaction document is formed. how to set up a business process so that a letter with a generated document is automatically sent?

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2 answer(s)
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LinsonLee, 2021-11-18
@LinsonLee

After the "Create CRM Document" activation, set the "Mail message" activation, at the bottom there is the "Attachments" field. Click on the three dots (Insert Values) and select "More Results" -> "Create CRM Document" -> PDF file.
The generated file will be added as an attachment to the email.
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Vyacheslav Zhgilev, 2021-10-29
@jazzz

I don’t remember if the standard functionality would support this.
Through REST it is possible to make, but as I xs.
If the file is added to the file field, then it can be sent by mail without any problems.

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