Save PDF Record Template to 'File Upload' Field in Form
CONTEXT
I have a Record Template that is used as a donation receipt. As a non-profit charity, it is essential that we have an original copy of the receipt. Yet, the template itself will change slightly every year. For this reason, it is important that we have a PDF copy of the receipt at the time that it was first generated.
DESIRED SOLUTION
Using a deluge script, export the Record Template as a PDF and instantly save that PDF to a File Upload field on the same form.
I know how to send the PDF in an email to another form, but this option is not ideal. Does anyone have a better option?
I appreciate your feedback!