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Email PDF of Profile Block

Displays an Email Profile label and a Send button on profile pages.

The profile selected in the block configuration is emailed to the configured recipients as a PDF attachment.

Note: The profile sent is not the profile that displays the Send button, but the one configured by a site administrator in the block. Administrators may want to include an Instruction element above this block to clarify what the Send button will send and who the recipients will be.

"Flat" print profiles are recommended. Information on tabs, like a typical case profile, will not be automatically 'expanded' and displayed in the PDF.


Configuration Options:

Nothing needs to be selected for Editable Dispositions or Start Aux Process.

The "Add Note?" option will create a case note.