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Is there a way to have a file be sent to a client's email address once they send a ticket?

Hi there,

I'm currently doing some research on a potential new feature for a request type in my company. We would like to be able to have a file be sent out to a client as soon as they submit a ticket for a certain request type. This file being sent out would reduce the amount of work that the client has to do, thus reducing the amount of error. However, I can't seem to find a feature within the WHD software to perform this action.

In my research, I looked into "Tasks", hoping that it would provide some form of process automation, however this was not the case as far as I can tell. Would anyone happen to know if there is a hidden feature that I'm missing that would allow me to have this workflow? Or does this functionality not exist in the WHD environment?

Thank you, looking forward to reading any help that can be offered.

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leos

You can add an Action Rule to send an email out to them when a ticket comes in with a specific Request Type or other fields on a ticket. Setup > Processes > Action Rules. Don't see where you can attach a file to an email going out, can you include what you need for them in the email?

dakotad_001

The item that we would be attaching to the email would need to be kept for record purposes, so I'm not sure we'd be able to provide that in the actual body of the email.