How to automatically attach a document to an Email Template

Note: Email sent through VanillaSoft's Web Email Form include pre-defined attachments. Email sent using Desktop Email Application (a third-party application) can not include pre-defined attachments.

To attach a document to an email template:

  1. Login as an Admin
  2. Select Project
  3. Go to Email&Docs
  4. Select Email Template
  5. Scroll to bottom of page and select the document from your Document Library and move to Attached to this Email
  6. Save
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk