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Former Member
May 30, 2012 at 10:55 PM

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.