How do I send an email with generated documents via Rules?

Admin Users are now able to configure Rules that automatically send out emails with certain documents. If, for example, a customer submits a Service Request to apply for something, a Rule could send out a PDF copy of their application, or a detailed application process document.

What steps do I need to take to configure this?

First, you will need to create a layout. Go into Administration > Branding > Layout

Set the Type as "Notification", and the Sub-Type as "Send Notification".

Configure the other parameters as required, then click on  Save 

Once the layout is created, add a new Document Template from Administration > General > Templates > Document Template

When configuring, select the Print Layout configured earlier from the dropdown list. Set the template details as required, and  Save  the changes.

You can now configure Rules. Configure the following within Action details.

• 
  Action - Send the email to a person, the SR owner, or the SR submitter.
• 
  Notification - Set this to "Email"
• 
  First Name / Email - Set as required
• 
  Content Type - Set as Free Text or Message
• 
  Template / Subject / Message - Set as required
• 
  Include Attachment - Set this to "Yes"
• 
  Document - Set as "Template" and select the layout configured earlier

Other details for the Rule can be configured as needed. The Rule will be triggered to notify the concerned party with/without attachments, according to the configuration.