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Workflow create PDF Merge

edited Dec 2, 2019 3:38PM in SuiteCloud / Customization 5 comments

I am new to creating workflows and am not certain of the limitations. We have a number of legal documents that need to be created for entity records. Ultimately what I am hoping to achieve is on record creation a button that will generate and email a PDF merge of specified legal documents.

Is it possible for a workflow to generate a mail merge document? Or should I be looking in another direction for this?

Thank you!

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