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Setting up an email to contain an attachment

Info

When this Document is run, the selected document will be inserted as email attachment.

Open the Document Library

Open the Document Library

1: Click Admin in the menu.

2: Select Document Library from the drop-down menu - the Document Library will open.

Open the required Document

Open the required Document

1: Select the required email template.

2: Click Edit - the Document window will open.

Add the Attachment

Add the Attachment

1: Click the Attachments tab. (This tab is grayed out for non-email templates.)

2: Click New - a new line will be added.

3: Select the required document from the drop-down to attach to the email.

4: Click OK to save and close the window.