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Case Management: How to generate a pdf letters
Summary:
Is it possible to generate letters, for example a disciplinary warning letter from within a case, that can be emailed as attachment?
How can this be achieved? Can SmartText be converted to pdf or do we have to build custom BI reports and somehow link them to the case page?
Thanks
Version (include the version you are using, if applicable):
24A
Code Snippet (add any code snippets that support your topic, if applicable):
0