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  1. CiviCRM
  2. CRM-17606

Create Document / Letter from Case(s) - with case tokens

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.7
    • Fix Version/s: 4.7.10
    • Component/s: CiviCase
    • Labels:

      Description

      Allow users to create letter / document (for this phase, in PDF format only) related to one or more cases, which can include Case tokens. Two workflows are supported:

      1. Create document from Case View screen (single document, case tokens with values for that case).

      2. Create multiple documents (single PDF file) from Find Cases search result for 1 or more cases.

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            • Assignee:
              colemanw Coleman Watts
              Reporter:
              dgg David Greenberg
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                Resolved:

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