PDF to email
under review
M
Megan McKeown
I would like to send a PDF as an email attachment directly from Heidi without having to do any other steps. Using a template, write a referral letter then send it to the specialist directly from Heidi. Even if Heidi simply opened an email with the document attached as a PDF that would be fine. I would like to be able to add my letterhead and signature to documents to make them complete from within Heidi. If the email could be sent from Heidi from my email address and show in my sent emails in outlook that would be even better.
Autopilot
Merged in a post:
The ability to email the note as an attachment (word and/or PDF)
Mikala Boon
Currently I can generate a PDF or word doc of a Heidi note or document (unfortunately, both options lose my template formatting), OR I can email a note which places the note in the email body. It would be great to be able to EMAIL the note to myself as an attached PDF or word document, using a naming convention, as this would allow me to utilise other workflow automations for filing.
Anya Sharma
marked this post as
under review
Autopilot
Merged in a post:
PDF to email
M
Megan McKeown
I would like to send a PDF as an email attachment directly from Heidi without having to do any other steps. Using a template, write a referral letter then send it to the specialist directly from Heidi. Even if Heidi simply opened an email with the document attached as a PDF that would be fine. I would like to be able to add my letterhead and signature to documents to make them complete from within Heidi. If the email could be sent from Heidi from my email address and show in my sent emails in outlook that would be even better.