How do you attach a standard 'Terms and Conditions' PDF to the standard Quotations Report by default, every time it's printed or emailed, without relying on users to manually attach it themselves?

All FAQ questions / Reporting and analytics

Answer

Use Report PDF Inserts together with a Report Rule: upload the standard PDF (like your Terms and Conditions document) as a Report PDF Insert, then build a Report Rule for the Quotations Report that references that insert and appends it — for example, at the end of the report's own output — every time the report is generated. This combination is what lets a static PDF get automatically bundled with a report's output by default, without needing a manual attach step from the user each time.

Documentation-based answer. Confirm the product and release before applying it. This answer has not been verified in an IFS environment.

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