How to Set Up an Email with a Document from the Client's History Attached
When this email is run, any existing document of the selected type will be pulled from the claim's history list and attached to the email
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
1: Select the required email template.
2: Click Edit - the Document window will open. Click here to learn the general set up an email template.
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(s) from the drop down to attach to the email.
4: Click OK to save and close the window.
Introduced in Version Number 2015.6.25.1669 on 25/06/2015
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