Forum Discussion
MarkShnier__You
Qrew Legend
3 years agoYou seem to be identifying two different issues. One is how to identify which OEM PDF should be attached to your QuickBase record. Are you looking for that to happen automatically or are you saying the user will manually attach the correct PDF.
Then assuming one way or the other that PDF gets attached you are than asking to be able to create a combined PDF which includes the data from your Quickbase record with the PDF file that you attached to the record.
To do this you would need to work with Juiced Technologies to used the Add on product called Exact Forms Plus and I believe that the Add on can also include additional files to be merged into the same the same document.
They also have another product called Courier in case you want a single click button to create the PDF and send it out by email from your own mail server.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Then assuming one way or the other that PDF gets attached you are than asking to be able to create a combined PDF which includes the data from your Quickbase record with the PDF file that you attached to the record.
To do this you would need to work with Juiced Technologies to used the Add on product called Exact Forms Plus and I believe that the Add on can also include additional files to be merged into the same the same document.
They also have another product called Courier in case you want a single click button to create the PDF and send it out by email from your own mail server.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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