Ideas & Enhancements

When using workflow actions>sending a retainer agreement, word documents should be able to be converted to a pdf

When using workflow actions>sending a retainer agreement, word documents should be able to be converted to a pdf. This would just help a great deal with time, and would allow us to not have to save a pdf for this purpose. we could do simple edits in word for the document

  • Guest
  • Feb 18 2025
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