Include attached PDF's in a packet


Is it possible to have pdf attachment on a job print out with a form or packet?


Yes, you can include a pdf in a packet – you’ll need to make sure you have attached PDF’s as part of how the packet is set up. Here’s how:

  1. Go to the Calendar menu, Edit Settings…
  2. Click on the Activity Packets section on the left
  3. Click on the packet and Edit it.
  4. Click the Add button, and choose Attached PDF File…
  5. By default, the PDF will show up for all activity types, if you want to limit it choose an Activity Type
  6. If you have any attached file custom fields, you can further filter out which types of attached files are included in the packet.
  7. Click OK… and attached PDF’s will be included.
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