Mass Fax Use Case with Dataloader:
I would like to attach an existing PDF document to multiple records at once that will trigger the A5 Fax automation rule. How can I do this without needing to write an APEX trigger or use another document generating app?
You can do this through using Data-loader feature in your Salesforce. See this article for more information and steps for how to configure mass upload of PDF attachment to multiple records at once: https://developer.
DATA-LOADER . CSV FILE: In summary, Data-loader will allow you to get all your records from preferred object into a .csv file and then use the file path for the one existing PDF attachment that you are wanting to fax. Then Data-loader attaches the same document to every record on the .csv file (attaching to multiple records in Salesforce). Uploading an attachment to multiple records will copy it on each record.
-FAX AUTOMATION: Then configure an A5 Fax automation rule that should fire the fax to be sent once the document is attached to record.
-ATTACHMENT TYPE: You need to make sure that you are uploaded the PDF as an Attachment TYPE and not File type (our automation feature will only working with Notes & Attachments related list with PDF type attachment and will not work with Files type under Files related list).
-MASS DELETE ATTACHMENT: You can mass delete the attachments afterwards using instructions found here.