What this feature does
Workflow email notifications can automatically include a PDF attachment. This allows recipients to download a formatted record of the workflow item directly from the email.
This helps share information with external stakeholders who may need a printable or shareable document.
You can also include a Download PDF link in SMS notifications. Recipients can tap the link to download the same PDF from their device.
How email PDF attachments work
When using a Send Email action in a workflow, a PDF is automatically attached to the email.
If you do not want the PDF attachment included, you can disable it in the Send Email configuration.
Log in to BuildPass Admin.
Open the workflow you want to edit.
Edit a Send Email step.
Locate the PDF attachment setting.
Disable the option if you do not want a PDF attached.
Sending a PDF link via SMS
SMS workflow notifications can include a Download PDF link that allows recipients to open and download the PDF from their phone.
Log in to BuildPass Admin.
Open the workflow you want to edit.
Add or edit a Send SMS step.
Enable the Download PDF link option.
Save the workflow.
Important to know
Email notifications automatically include a PDF attachment by default.
The PDF attachment can be disabled in the Send Email configuration.
SMS messages do not attach PDFs directly but can include a Download PDF link.
Recipients do not need a BuildPass account to access the PDF.
Need help?
If you need assistance using this feature, use the black chat box in the bottom-right corner of BuildPass to contact our support team.