BPM Doc Merge

Hi,

SugarCRM 12 Enterprise

I am trying to use SugarBPM to create a PDF with Doc Merge and then email it out.

I have dropped an action widget on to my design canvas and configured it for 'Doc Merge' by adding my template and ticking the PDF checkbox.

I fired the process and it completed without any errors, but I cannot see where the PDF document has gone (it is not in the Documents module) and I cannot see how I can get hold of the resulting PDF in BPM to email it out.

Any help would be greatly appreciated.

Many thanks

Tony

0 Vitalii Stepovenco over 3 years ago in reply to Vincent Amari

Hi Vincent Amari

Emailing the merged document is a work in progress, so it will be available soon, but not in 12.0.1.

Ability to Generate Labels is available, you need to Doc Merge and select the checkbox Label Merging

Categories is an open subject - thank you for highlighting it, we will consider this feature for one of our next releases, as we want our customers to be comfortable using Doc Merge.
0 Vincent Amari over 3 years ago in reply to Vitalii Stepovenco

Hi Vitalii Stepovenco
If you are still considering Categories, now that Doc templates are moved to their own module, categorising is needed to both to help organise the templates themselves, and also for the output/merged document so as to help users find documents within a specific category. As wDocs used the main Documents module, it covered both of these requirements by default.

Regarding the missing email merged ddocument feature, I see it has been addressed in v12.2 for Sugar Cloud customers, is there a patch available for on premise Enterprise v12.x?

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CRM Business Consultant