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