Automating insurance documents with invoices would be a great time-saver and help make sure nothing is missed. At the moment, there's no permanent setting to automatically attach a PDF to every email, so you’ll need to select the file for each transaction. It would be great to have this added in a future update.
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- Status changed:NewtoOpen
Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.
