How to Set Up a Template to Send a Scanned Item from the Client's History as an Attachment

When the document/email is run, any attachment associated with the selected action, will be attached to this Document/email.

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.

Choose the Scanned Attachment Action

Choose the Scanned Attachment Action

1: Click the Scanned Attachment tab.

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

3: Select the action that is associated with the required attachment.

4: Select the printer.

5: Click OK to save and close the window

Introduced in Version Number 2015.6.25.1669 on 25/06/2015

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