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author's profile photo Former Member
Former Member

Send document (word, pdf, ppt) with few pages in background as an email attachment

Hi Experts,

we have a set of documents attached to a Business transaction (Grantor Agreement) in CRM 7.0.

One of the clients requirement is to Generate an email with selected pages by reading the documents from the Agreement during an approval workflow process.

Based on the type of document the selected pages will be static.

As I am not sure how to proceed to achieve the above requirement hence looking forward for some directions/guidance.

Appreciate your earliest help.

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  • author's profile photo Former Member
    Former Member
    Posted on Nov 21, 2012 at 01:48 PM

    If you need to send them from the SAP system you can use document distribution.

    If you would like to send them from the CRM system you can maybe look for a BADI/BAPI to use the document distribution functionality from the CRM system or the WF.

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