Attaching Files to Emails Sent from Interaction Forms

You can attach files to emails sent from the Customer Interactions, Prospect Interactions, Vendor Interactions, and Sales Contact Interactions forms.

  1. Create an interaction from any of the listed interactions forms.
  2. Use the Documents form to create a document and import files for attachment.
  3. On your chosen interaction form, specify the email addresses to which you want to send attachments with either the To field or the Cc field.
  4. Select either the Send Email Attachments check box or the Send Internal Email Attachments check box.
  5. Click the Send Email button.
Related topics
CRM Overview