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Do I have this correct: Sending a PDF via email from a WebDirect solution

Question asked by tcwaters on Oct 3, 2017
Latest reply on Oct 3, 2017 by Lisa Rose

I'm looking to eliminate a robot box set up to send emails with PDF's and want to see if I have these steps sorted out correctly

 

1) I need to perform the "Save Records as PDF" on the server (PSOS) and pay attention to correct file paths

2) Use "Print Set Up" also PSOS, to send the email.

 

To accomplish #1, I need to make sure that the server finds the record I want, as context is lost from the WebDirect layout to the PSOS.

 

Do I have this right?

 

THX

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