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Print AR invoice as a File attachment

  • August 8, 2023
  • 2 replies
  • 113 views
M
Freshman I

When I print reports, such as a proforma invoice or change order or subcontract, I would like these printed reports to automatically be Filed as an attachment to the form so that I can then use DocuSign on the file.   Is this possible?

Best answer by joelhoffman

Hi @markagnew , the eSignature functionality should work anywhere a “File” can be attached.  The workflow is print to PDF, attach to document (CO/Subcontract/Invoice), Edit/eSign.

If you question is about the workflow and number of clicks, there is an Idea in Community to streamline the process, we would like your feedback included.

 

2 replies

joelhoffman
Acumatica Moderator
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  • joelhoffman
  • Acumatica Moderator
  • Answer
  • August 8, 2023

Hi @markagnew , the eSignature functionality should work anywhere a “File” can be attached.  The workflow is print to PDF, attach to document (CO/Subcontract/Invoice), Edit/eSign.

If you question is about the workflow and number of clicks, there is an Idea in Community to streamline the process, we would like your feedback included.

 

Joel Hoffman
Chris Hackett
P
darylbowman
Captain II
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Yes, this would be possible with a customization.

Daryl⚡Freelance Acumatica Developer (MVPx2🏆) for hire ⏩ linkedin.com/in/darylbowman
Chris Hackett
P
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