Ability to send the PDF via email after a Handoff is completed. The PDF would include all captured data up until that point in the Workflow. Currently the PDF can only be sent at the end of the Workflow when all Handoffs have been completed.
Update: This is on the roadmap for 2018. Things could always change, but for right now, it's looking good!
I think this is a good idea but would also like to see the ability to use the same app to generate 2 different PDFs based on where the submission is at in the workflow chain. As an example after the completion of the first handoff a PDF is sent to the parties that need the initial submission info. After completion of the final handoff a different PDF is sent to the parties that need the final submission. Both PDFs would be tied to the same submission
This is still on the roadmap. I can't give any more details than that, but will update when it's live.
All of that said, you can get the data from a Workflow after each handoff using either the API or Zapier (it just won't be in a pdf). Some info here: https://help.gocanvas.com/hc/en-us/community/posts/360000765007-Workflow-Tracker.
Hi Dylan,
So you CAN do this with Zapier now. Similar to what's here except you can use the actual file as an attachment:
One thing to note here is that your Email Options have to be set to Link (as opposed to Attachment) in order for this to work.
I occasionally have issues getting Zapier to recognize the link accurately. In those cases, setting the Email Options to Attachment, doing a Submission, and then switching back to Link and doing another Submission usually does the trick.
Please sign in to leave a comment.
Comments
8 comments