Ability to send the Standard PDF Template in Process Automation

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Bryson Perdasofpy
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The ability to send a Standard PDF Templet in Process Automation would be much cleaner looking and easier than building a template. 

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Ashley Roseboro
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Irth Solutions has made this change. Please follow the below instructions:

  1. Log into Utilisphere
  2. Click on the gear icon in the upper right
  3. Click on Process Automation
  4. Open an existing rule or create a new rule
  5. Scroll to the bottom of the screen and click on Add Notification
  6. In the Message Type dropdown, select Template
  7. In the Select Template dropdown, select Message Template All Forms Email

A rule with this configured will send the standard fields.

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0
Ashley Roseboro
  • Answer
  • Completed

Irth Solutions has made this change. Please follow the below instructions:

  1. Log into Utilisphere
  2. Click on the gear icon in the upper right
  3. Click on Process Automation
  4. Open an existing rule or create a new rule
  5. Scroll to the bottom of the screen and click on Add Notification
  6. In the Message Type dropdown, select Template
  7. In the Select Template dropdown, select Message Template All Forms Email

A rule with this configured will send the standard fields.


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