Document Delivery Automation

@Juliusforster

Thanks Julius. The “watch emails” module which is the first one in the scenario generates the bundle of attachments we want to email. We have set variables to group them to be sent to the right recipient.

I’ve gone the custom route as well.

We ran into a rabbit hole of file name and attachment errors when running the draft email module (end of the scenario)

Some examples amongst others:

  • Some check boxes on the custom option would disappear after saving; as a work, I set a new variable to be aggregated. This worked, but it didn’t solve the problem as a whole.

  • Hit “select all” to try various maps, but again, when saved, the checkboxes don’t seem to stick.

Here is a before and after example:


The crucial info needed is the “Data” to be aggregated/bundled while not losing the other maps.

The Iterate Attachments Module (The second one in the scenario) has the data checked off:


When running the scenario and mapping “attachments”

I get this error:

I hope this clarifies?

Thanks again.