I suggest ...

Workflow Step = Email PDF Document & Audit Report

Enable a workflow step that emails the document and audit report in one pdf

eg final step in workflow is email to records department PDF for filing or to attach to a system other than Xero or Quickbooks

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    LisaBKiwi shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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      • LisaBKiwi commented  ·   ·  Flag as inappropriate

        One of my clients uses OASIS document management - but if it was possible to email the approved PDF including the audit report to any email address it would suit OASIS and many other systems. The problem I am having is that the PDF and audit report are two separate PDF's to download to file on company records. Normally they would have a signed PDF filed in their document register and having an unsigned pdf and a separate Audit report is not quite the same - the ideal would be that the final approval would generate a document created from the PDF file and the audit report combined into one document. Not sure if you have used adobe sign but that is what that system does and it then becomes a signed copy of the original PDF. Please email me if you need any further info or want some examples. So this is not necessarily for financial approvals but other document approvals.

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