Filter only related documents when EMAIL to PDF

[Jakub]

Is it possible to add filter on Documents when I do send PDF to email.

[DEN]

Hello,

Yes of course it is possible to do. Go to
Administration > Layout Manager > Documents > Search Filters.
if the filter you need was not found in the presented list, create a new relationship.

[Jakub]

I was not clear, I would like to filter it automaticaly, so it should work like this. I call Email to PDF from Quote menu, email form display, I click Insert document and Modal Select: Document shows prefiltered based on items in Quote.

[Maximus]

Hi Jakub,
Such pre-set filter can be only developed. I'm moving this thread to the Developer Help branch. Hope someone will be able to help you.