Knowledgebase articles
- Welcome to the Knowledge Base
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- What is Spotler?
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- Domain Names and Online Activities
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- Reporting on Web Insights data
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Introduction to Zapier
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- Linking your Workbooks Account to Zapier
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- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
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- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
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- Introduction to Reporting
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- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
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- Sagelink
- Introduction to Transaction Documents
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Printing & Sending Transaction Documents
Last updated : 02/12/2010How to create a PDF copy of your document to be printing or set it up to automatically be attached to an email.
Transaction Documents can be printed irrespective of whether they are in a DRAFT or a POSTED state. Printing whilst in a DRAFT state can be useful when checking the content or as part of an approval process. Transaction Documents can be printed and mailed or can be sent via email (as a PDF attachment) from within Workbooks. The email will be stored in the Related Items tab of the Transaction Document.
Click Generate PDF to see a PDF version of your document. If your database has been set up with more than one possible PDF template you’ll be given a choice of which one to generate. You can print the resulting PDF or choose to save a copy on your network.
Clicking Send Email generates a menu allowing you generate an email that has a copy of the PDF document attached to it automatically. This is the first option shown in the screenshot below, i.e, Attaching “Quote_Document”. The resulting email will be blank but will have a copy of the PDF attached to it.
NOTE: Once the blank email has been generated you can then apply a template by clicking Apply Template and choosing the appropriate template option.
Alternatively, you can choose any of the other options you see (and these options will depend on how many – if any – templates have been created for the type of transaction record you’re working on), which will open an email but the PDF document will not be attached.