Autocrat: creating doc and sending email without attachment
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Gábor Marinov
Feb 20, 2025, 3:16:14 PM2/20/25
to NV Autocrat Add-on
Hi,
First of all, thanks a lot for this extension - it is a life saver!
My question is that would it be possible to generate an email after creating a doc, but without attachment?
The use case is that I'd like to create a task certificate pdf, which I'll send via an e-sign app, and the same time I'd like to send an email with the completed task details without the generated certificate.
My question is that would it be possible to generate an email after creating a doc, but without attachment?
The use case is that I'd like to create a task certificate pdf, which I'll send via an e-sign app, and the same time I'd like to send an email with the completed task details without the generated certificate.
Autocrat would be a perfect solution, if I could send the email without the attachment. I know that there's formMule, but it is different to set up, like it doesn't have the same conditions, etc.
Joseph Schmidt
Feb 20, 2025, 5:17:20 PM2/20/25
to nv-autocr...@googlegroups.com
I'm not sure which features are missing from FormMule. On step two, you set the conditions.
What tool are you using to create the certificate?
What app are you using to send the certificate?
What will trigger the 3rd step? Time trigger or run manually?
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