How can I attach a PDF file to an email notification?

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  • Updated 4 years ago
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I have a table that our quickbase users can submit a new vendor request. Each new vendor must complete and provide information e.g. insurance certificate, W9, etc. 

After a new vendor request is submitted, I would like to send them a welcome email included a PDF copy of the forms we require to be completed as attachments. 

Any assistance on how I can accomplish this would be greatly appreciated.

Thank you,

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Jerry

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Posted 4 years ago

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Well, you cannot actually have an email notification attach a file.

But you can certainly include a link to a record in a stand alone app which is open the everyone in the Internet and has the file attachment.

If you want to have a link which goes directly to the document it would look like this

URLRoot() & "up/" & [_DBID_DOCUMENTS] & "/a/r123" &  & "/e11/v0"

In the example above, the document is in record ID123
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Jerry

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Is there an add-on or partner app that provides such a solution?
Yes, Juiced does.  They call it QB Courier as in hiring a Courier to deliver a package for you.

Their list of add on tools is here http://www.quickbasetools.com/
Courier is here http://www.quickbasetools.com/#!qb-courier/c1t45