I want to send external emails with an attached document. record, date sent and document returned.

Nancy allman
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March 12, 2024

I want to send external emails with a document attached  to  our vendors. Then upload the returned document to the workflow file. If the document is not returned a trigger to send a follow up email. Once approved set up the file to have a reoccurring date in the future. is this something that workflow is set up to do?

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Vronik
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March 18, 2024

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