Setting up a Document to (re-)print an existing Attachment from client's history
When the Document is run, any Attachment associated with the selected action, will be attached to this Document.
PLEASE NOTE: Currently the system will only pull a .tif file from History and not PDF format
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.
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. Click here for instruction on setting up scanned attachments.
4: Select the printer.
5: Click OK to save and close the window
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