You can configure Microbizz to automatically send a PDF document by mail when a task is closed for each work area created previously.

For each work area, you can choose the following:

  • Master: If you have created a master earlier, you can choose it here
  • Mail PDF to: You can choose any person role you might have created earlier, as well as the following task-related fields:
    • Contact person
    • Responsible
  • Body: If you have created an HTML template earlier, you can choose it hereY