Generating report email / PDF from client review

Flow Production Tracking
1

Hi, Any idea how I can automate ( and make it like a “1-2 click kind of thing” ) making a readable report made from notes in client review with images. I can use REVIEW NOTES app to generate an email - but no option to attack any images there, or any other way. It would be great to have a way to create a PDF with big images and comments on the side or bellow.

Any ideas how to automate that kind of thing ? I hate the fact that I need to hand copy all the notes and alight them with images that also needs to be downloaded. it takes way to much time.

thanks in advance

5 Likes
2

Hey Flint,

Nothing out of the box, but we’ve seen some of our clients leverage tools like Report Lab and Action Menu Items to generate reports like this.

2 Likes