Memo Certificates (auto-attach to email / print)

The short version

When a memo contains items with attached cert PDFs, both the Send Email and Print flows show a checkbox list of available certs. All certs are checked by default. Click Include Selected (email) or Print Memo + N Certs (print) and they ship together.

If the memo has no certs, the prompt doesn’t appear — print and email behave exactly as before.

How the system finds certs

The collector walks each memo line and pulls cert PDFs from three different places:

1. Loose-stone lines (diamond, colored stone, pearl): from the stone’s stonecertificates row
2. Jewelry/watch lines with manually-entered setstone certs: from the setstone’s CertMain field
3. Jewelry/watch lines with combined-from-inventory setstones: from the original loose stone’s stonecertificates row (the cert never moves when the stone is consumed into jewelry)

Each cert in the prompt shows the line number, lab, and cert number so you can quickly identify which is which on a multi-line memo.

Email path

The cert PDFs are attached as additional attachments alongside the main memo PDF. Resend handles multi-attachment delivery natively. Customer receives one email with the memo + every selected cert as separate PDF attachments.

Behind the scenes the form sends one certIds entry per checked box; the server re-fetches the cert metadata and attaches only the PDFs the user actually saw in the dialog (defense against stale form submissions).

Print path

Each cert is queued as a separate JSPM print job after the memo. The memo prints first, then certs in line-number order. JSPM handles the queue natively — no PDF merge, no extra dependency, just sequential print jobs.

If a printer is set up to staple, you may need to manually staple the certs to the memo. Most clients keep the certs as separate sheets anyway, since GIA reports are typically filed alongside the physical stone or with the customer’s paperwork.

Tips

• The prompt only opens when at least one cert is available. A memo with no certified items behaves like the old flow.
• Default behavior is “include all” — uncheck the ones you don’t want rather than checking the ones you do. Most of the time, you want all certs to ship.
• Skip Certs (print) or unchecking everything (email) prints/sends the memo by itself.
• Cert lookups use the cert PDFs that were already downloaded and stored in your tenant’s R2 bucket when the cert was first attached — no extra GIA API calls happen during print or email.