When printing jobs in ServiceLink, please send the User ID to DBS. Today, the integration uses a generic service account which prevents us from using automation downstream.
In DBS we have functionality to type the word EMAIL on the print outque and we get a PDF version of the document we want (proforma, estimate, quote, invoice), sent to the email associated with the user's profile.
Phil Mau
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save a day of work |
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What problem is your idea trying to solve?
Time Savings = Cost Savings Making sure we have electronic signatures of customer approvals in CAT interact. |
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This would be a great feature to have and keep users from having to switch back to DBS.