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I need to generate a PDF from a newly created list item, and send an Email with this PDF attached. This task needs to be initiated at the server (Workflow/Service/PowerShell/etc).

What is the best way to to it?

thanks

EDIT: SharePoint 2013

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  • Which version of SharePoint you are using?
    – Ganesh Sanap - MVP
    Commented Feb 9, 2020 at 12:14
  • Sharepoint 2013
    – Yossi Alfia
    Commented Feb 9, 2020 at 12:26

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OOTB SharePoint workflow doesn't have an option to convert your list item to PDF. To create PDF from your list item refer the below link,

https://social.technet.microsoft.com/wiki/contents/articles/31695.sharepoint-2013-generating-a-pdf-document.aspx

But SharePoint designer workflow doesn't have an option to send email with attachment. So as you are using SharePoint 2013. You could create an item receiver in your list, on item create you can construct the PDF and send mail.

This is a third party solution, kindly check this,

http://www.muhimbi.com/landing/muhimbi-pdf-converter-for-sharepoint/muhimbi-pdf-converter-for-sharepoint.html?gclid=CjwKCAiA-P7xBRAvEiwAow-VaQnWMSNd-CLZDKpARPeOzQVnlEjYDjtlola12Ee0fnuJ64lQbjQ2JhoCi0oQAvD_BwE

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  • If you find my answer helpful, kindly upvote and mark it as answer, so that it will be helpful for others too in future.
    – Karthik Jaganathan
    Commented Feb 11, 2020 at 9:43

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