How to configure rules to send PDF documents

Created by Mark Eves, Modified on Wed, 7 Sep, 2022 at 4:39 PM by Alfie Jennings

The user can set up automated rules to send service request content as email attachments in PDF format to notify the person, owner, submitter, etc.


1. Go to Administration -> Rules.


2. Create a new rule or add the action to notify via email to an existing rule.


3. Select content type as ‘Report content’ to include PDF attachment or ‘Free text’ to send a plain message. 




If report content is selected then Attach PDF checkbox will appear, tick the box to generate the file. (Note - If you don't tick ‘Attach PDF’ it will work as normal and will send the report content in an email.)


5. Select the layout from the list (the layout must be pre-configured from administration).


6. Enter the subject and message content.


 7. Click to add the rule or save the changes.


8. Based on the configuration, the rules will send the PDF file as an email attachment when triggered by the action.


 

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