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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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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.
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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