Sending the same document on every case

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Sending the same document on every case

Post by revellbikes »


I was just wondering whether anyone has come up with any fancy ways to send out the same document to the client at the end of a claim. It's a document that contains marketing material, so will not change at all.

Obviously it's fairly wasteful in terms of storage to merge the document template onto every case then store a copy of the document in the archive when the document would be the same across the board.

Any thoughts on the matter would be appreciated.