Creates a PDF based on a letter template, for example an invoice or a specification, and stores it in the customer's case file. If you want, you add a delivered file at the end and decide whether the customer sees the document on MyCase. The workflow waits until the document is ready.
Ports
| Port | Meaning |
|---|---|
| in | Input |
| out | Continues as soon as the document is created |
Settings
| Setting | Required | Explanation |
|---|---|---|
| Template | Yes | The same set of templates as for letters |
| Document name | Yes | Name of the document in the case file; variables are allowed, for example "Invoice #INVOICE1_NUMBER#" |
| Due date | No | Needed if the document is an invoice |
| Attachment | No | A file from the case file, found with a file mask; it is merged with the document into one PDF |
| Visible on MyCase | Yes | On: the customer can view the document; off: internal only |
Use
- Invoice as a document plus an email: first place Create document, then an Email node with a template that points to the attachment on MyCase.
- Cover letter with a specification: the template is the cover letter, the attachment is the specification delivered through the API or SFTP.
- Check first: make the document invisible, let a Create task node have an employee check it, and then make the document visible.
Good to know
- The document is created in the language of the collection order if the template is multilingual.
- The document counts as an attachment and can later be sent again as a letter from the customer page.
See also
- A customer's documents and paylinks
- Attachments module (MyCase)