NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm
Email Templates: Attachments
Email templates can have attachments that are included with the email when it is sent.
Email templates can have two different attachments:
- Attach file using a file field on a dataform. If there is a file housed in the dataform field, then you can attach the file.
- Attach a desktop file from the Attachment panel, using Upload File after the template is saved.
To add an attachment from a dataform:
- While adding an email template, in Step 5 Attachments, click Add.
- Select the Dataform from which the attachment will be copied.
- Select the Field from the dataform selected previously that holds the attachment to be copied.
- Click Finish to complete your email template configuration.
To add an attachment to a saved email template:
- Go to System Admin > Email Templates.
The Email Templates list is displayed showing a list of published Email Templates. - Open an email template.
- Expand the Attachments panel (on the right).
- Click Upload File.
The Upload File dialog opens. - Click Choose File.
The Open dialog box opens. - Locate and select the file, and click Open.
You are returned to the Upload File dialog, with the file name displayed in File. - Click Save.
The selected file now displays in the Attachments panel.
NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm