Automate the Print to PDF feature and Attach to a Workflow Notification

Thanks @MegaJerk,

We did look at docgen but are not able to use it yet. Thanks for the quick response!

Regards,

Patrick

The only other thing I could think of to do would be to either use something like PDFMake in the Form itself to have users generate PDFs in real time (you'd have to code everything with how the document was to look / how it's arranged, but they have lots of examples on their site for helping with this), OR, still using PDFMake but with a web server like Node.js, create a backend webservice that your workflow could make webrequests to, sending it the info necessary to generate a PDF in that backend, and then doing something with it from there.

Second option is more work than the first, but is more similar to what DocGen is. Neither options are as straight forward as DocGen, but I would feel wrong not mentioning them as viable paths. Especially since I know you are comfortable with using javascript. 

Hope this helps! 

Another semi-auto method is to attach a custom ribbon action to the DispForm.aspx form page. The action is a simple Javascript statement: javascript:window.print()

We use this method because we want to save the PDF into an existing record.