Skip to content

Is it possible, via configuration, to have all of an invoice's DocMan attachments automatically inserted at the end of the generated Invoice report PDF, so printing the invoice produces one single combined PDF (the report plus every attached document)?

Answer

It depends on whether the attachment content is constant or record-specific. For constant documents that should be attached the same way to every instance of the report (like a fixed Terms and Conditions PDF), Report Rules can handle this via the standard PDF-insert pattern. But for genuinely invoice-specific attachments — actual DocMan documents that vary per individual invoice record — achieving a single combined PDF isn't something Report Rules can do through configuration alone, since Report Rules work with a fixed, predetermined file rather than dynamically pulling in whatever DocMan attachments happen to exist for that specific record; that scenario requires a genuine customization instead.

← Browse Document management questions