Jump to content
stepghg

Auto email PDF of the request

Recommended Posts

Is it possible, either within a business process or from the request directly to email a copy of the whole call in PDF to an external email address.

For example, if we have an BP that assigns certain requests to one of our third parties, would it be possible to also auto email the whole request to them in PDF format.

I know you can do this manually by using the print option on a request, but can it be automated?

At the moment we are having to put the answers to questions from a PC into a custom field and then create an email template with the custom fields, which is extremely messy and time consuming.

It would be good it this also gave you the option like you get when printing on what sections you wanted to send.

Share this post


Link to post
Share on other sites

If you've assigned them the request, can they not just read the PC questions for themselves, as these will be displayed under the relevant tab in the request?

Share this post


Link to post
Share on other sites

Hi Steph,

Interesting idea.  We don't have the option for that at the moment.  Have you thought about any integrations?  If this third party happens to use a cloud based service desk tool, you may be able to automatically create a new request in their system and bypass the need for emails, templates, pdfs. You would need an iBridge subscription to do this.   If you have a number of third parties that you work with, you may also want to have a look a Hornbill Supplier Manager.

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

×
×
  • Create New...