How to attach a document generated by the app to an email and send it using the Email Module

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Hi, In my application I have a Document Template from which the user can currently generate and download a PDF document. I also have the Email Module working in the app. What I can't figure out is how to attach a generated document to the email.  Any help with this would be greatly appreciated. Thanks, Bryn  
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2 answers
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Hi Bryn, 

There are multiple ways to do this. Are you using email module with templates? If so, in your "sub_CreateAndSendEmail" microflow, you can drop a microflow after the create email activity to retrieve the generated documents and associate it to the email object.

 

In your microflow that sends an email, use either a retireve from database activity or a submicroflow that retrieves your documents and returns them to the parent microflow. Then call the submicroflow "Sub_createattachments" (from the email module), and pass the email object and list of documents. 

 

Sub_Createattachments will duplicate the list of documents that you pass to it and associate it to the email object. This will include your documents as attachments.

 

Hope this helps!

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Bryn, you can name the PDF attachment by creating the Object (which inherits from System.FileDocument) with the attribute 'Name'.

Just type in any string.

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