Generating report email / PDF from client review

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


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.