Transaction PDF Capture
Configurable capture of transaction PDFs to the File Cabinet, saving static copies for later use in email, statements, or off-system storage.
WHO IT'S FOR
Finance and records teams needing a bulk, organised PDF archive of customer transactions in the File Cabinet, plus a way to manage stale snapshot files when documents are revised.
WHAT IT DOES
Configurably captures transaction PDFs — invoices, credit memos, payments — into an organised per-customer folder structure in the File Cabinet, recording the file reference back on the transaction, so a static copy is saved for later use in email, statements, or off-system storage. Includes a general-purpose bulk file-deletion utility with a dry-run mode, and a workflow action to delete or clear a transaction's old capture when it's revised.
DEPENDENCIES
Source reference — 2 Map/Reduce + 1 Workflow Action (no SDF objects)
- A transaction search driving which records get PDF'd
- Two transaction body fields for the generated file's ID/URL
- A parent File Cabinet folder for the per-customer tree
WHAT IT COSTS
From £75/mo
Priced by tool complexity, with a one-time buyout option for accounts that prefer it. Talk to us for a quote specific to this tool.
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