PDF Mail Merge
We have a few documents that are PDFs and not personalized but that we'd like to track delivery of. The most recent is the new CRS. It would be nice if there was an option to do a PDF upload to a client like a mail merge - easily save it as a note with creation date and time along with details. For instance, I'm talking to a client about making a change to their investments, I can click on PDF Upload instead of mail merge, choose save as a note, enter in "Discussion of using new mutula fund family in IRA" as the note and then the PDF is uploaded, the note is saved and my compliance officer is happy. We do not want the CRS to be a word document because we don't want to change it after it is generated.