Attaching EAMS xml documents as PDF - How To?

[Anonymous User]

But I'm not understanding what you mean by a global option for the staff in system defaults. What documents would it convert in system defaults? I was thinking maybe it should be at the case activity Forms and/or Other features menu (perhaps to convert all the EAMS XML for a specific case to flatten to PDF or up to a specific date.

Mike

[LMSSC]

Thanks for the information!

What I mean is that I could see something like an option/checkbox in System Defaults that would be "Flatten and Attach the EAMS XML to PDF when First Saved".

That way the staff couldn't make any changes - We have the document exactly as 1st saved (and most likely printed and sent/mailed) for record keeping purposes. No one could alter the document several months later.

- I like these too as options. Most likely different offices would want choices how to handle them - especially as we go more "paperless".

Thanks again and Happy New Year!

Sincerely, Michael Lerner - Network Administrator - Lerner, Moore, Silva, Cunningham & Rubel

[Anonymous User]

The problem I'm thinking is when first saved the staff might save the document then print it and realize 10 or 20 minutes later they need to make a change. But, I think I'll work out a few options and then get some feedback.

Thanks,
Mike