Ability to define in the rules whether a document should be sent via a link or PDF attachment

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    John Price

    Ok, cool.

    it would help if I could understand if you could give an example when you might want to ignore the scheme settings for a particular rule?

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    Ed Halsey

    I'm not sure I can explain that John.

    I just mean that when we say, for example, IF Status = Hold Cover, Issue Document to Agent & Client....that there is secondary box to determine whether we're sending that the the Agent/Client with a link to the document OR attaching it as a PDF.

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