Was hoping this is the right channel...I have a cu...
# advancedpdf
m
Was hoping this is the right channel...I have a custom Sales Order template. Is it possible that once a Sales Order is saved, a copy of the generated PDF can be saved as a File (under Communications->Files)? We have a Docusign integration that grabs this file for signatures, but right now I have to save and re-upload the PDF into the record manually. Not sure if there is a function to auto-save the PDF once generated
d
I don't believe there's a native way to auto-save the default PDF of a sales order. You would use a suitescript (user event type) to render the pdf and save it to the sales order
Should be straight forward, but it would be worth checking if the Docusign integration will work with PDFs added to the transaction by script, or whether it will only trigger when a PDF is added by hand