How to attach a .pdf certificate to an email?

Question

I have an insurance certificate that I want to send to specific member, manually or automatically as a .pdf attachment. How can I do this? My question seems stupid but I don't find the way.

With Search contacts, I can find the contact I've identified previously and within "Action:" I can Print/Merge documents but then I download a .pdf when I want to send it instead. I can also send an email using my HTML template with the right Fuzion tokens but it generates no .pdf attachment. So is there a way to combine both?

I saw these posts: how-can-i-attach-a-pdf-certificate-for-a-membership-payment but it's from 2015 and didn't seem successful and print-pdf-and-send-to-contact. I'm wondering if there is a simple way to get it done with CiviCRM 5.13.4.

Have I missed something really obvious?

ErikH - CiviCooP · Accepted Answer

You could do this with the PDF Creation API extension: https://civicrm.org/extensions/pdf-creation-api

This extension allows you to send a PDF attached to an email.

KarinG - Semper IT · Answer

How about saving yet more steps and make it a self-service: i.e. allowing Members to download their own PDF Certificate? I've detailed all the steps on how to do that with Drupal Views in this post:
How can Members download their own Membership Certificate/Card?

peterb · Answer

Hope I'm understanding your question correctly.  I'm assuming that you have the PDF document saved somewhere else and that it doesn't require to be amended to suit the individual concerned.

Search for the individual to whom you wish to send the PDF.

In the Actions facility, there is an option to send an email.  Select that and when it's loaded, you'll find an attachments section right at the bottom.  In there you can browse to the appropriate place where your document is saved and attach it to the email.

If you wanted to send it to many individuals and by using CiviMail, there is a similar Attachment facility tab in there to enable the same thing.

If the certificate does require amendment to suit the individual, then you could create a template to include the whole certificate and use tokens to personalize it.

Hope this helps.

How to attach a .pdf certificate to an email?

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