Email job attachments as PDF
There are lots of insurance carriers who cannot open web link attachments. Would be helpful to have an option to email attachments in a job such as invoice and reports as pdf attachment
1. Go go your Settings from your name at the top right.
2. Find the Templates tab and click the button to Add Template
3. Choose “Document Template”
4. In the Insert Template Field option in the toolbar, choose “Built-In Sections > Document Attachments”
5. Save this template as “Job Attachments”
6. Go to your job that has PDF attachments and use the gear icon at the top right to choose “Create Document”
7. Choose the “Job Attachments” design template
8. Check the boxes next to each document PDF that you want compiled.
9. Save this document and you’ll have everything in one PDF ready to send out!