NS Admin

05/26/2021, 1:55 PM
Not sure if this is correct channel, so excuse me if that is the case. I have a letter template and our manager wants to include the same letter for multiple contacts when the letter is generated. E.g. there are 3 contacts on the record. Print 3 letters with all 3 contacts. He doesnt want Advanced PDF as they edit the letters 😞

Eric Shouler

05/26/2021, 1:58 PM
Have you tried running a workflow for this?
And advanced PDF should be fine if letters are edited?