Features
- Upload templates
- Create Custom PDFS
- Individual Buttons for each PDF or One Button for multiple pdfs
- Create/Print multiple PDFs per record in packet form
- Print/download multiple packets at once from the list view
Use Case
This Plugin was created because a client had packets of documents that they sent out for client signatures. The client was transferring from a system that was obsolete, but created packets with as much of the information filled in as possible. There was information that the staff collected by phone from the client and other sources, then it was transferred to the multiple documents to be signed. If done manually this would take hours per client and was not an option.
Since then it has been used for legal documents, invoices, and receipts.
