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Can I email other documents from PDF Mailroom?

Can I email other documents from PDF Mailroom?

Yes you can!

Your document must have the required parameters embedded in the document so that the PDF Mailroom can correctly process it.

Create any Document Types (doc_type) you would like in Settings > Document Types:

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On the left side you will see a list of your existing Document Types.

  1. To create a new Document Type select “+ New Doc Type”

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  1. Enter your Document Type name and description. Scroll down and set your desired Settings and Email Customizations.

  2. Select Save

 

You now have a new doc_type that can be processed in the PDF Mailroom.

Your document must have the required parameters embedded in the document so that the PDF Mailroom can correctly process it.

 

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