Emailing forms containing signatures as PDF attachments
It is possible to email a report about work orders based on mail merge templates. This report could include a signature (an image stored in communication log files) and can be emailed as a PDF attachment.
1. In Service Manager > Work orders select the order for which you want to send a report containing a signature in PDF format.
2. On the action panel, click Add form.
a. Select Save as PDF this will send the report as a PDF mail attachment (only for Word, not for HTML).
b. Specify the addressee(s).
The selected work order must have a communication log containing a Document reference to an image file (the signature).
3. On the action panel, click Report.
4. Create/select a mail merge report and select the proper template.
The template must contain a reference to the image merge code that is prefixed with IMAGE: (in the following example, IMAGE:myimage)
Example
[Start:Communication logs - order]<IMAGE:myimage>[End:Communication
logs - order]
5. Click Preview & print to preview the output. The mail is sent as scheduled/configured.