Within the CRM you have the functionality to send emails to your CRM contacts. By sending emails via the CRM, you can use the CRM Email Templates and the email is automatically saved to the CRM. When sending your email via the CRM, you can also manage your attachments.
To manage your attachments, click on the 'Add Attachments' button.
You will then be presented with four different sections; My Computer, Existing Documents, New Documents and Attachments List. This article will go through each of these sections.
The My Computer section simply allows you to browse to a file saved on your PC by clicking on the 'Browse' button. Please note: you can choose to upload multiple files at one time. You can view the upload progress in the bottom left-hand corner of the screen.
Next we have the Existing Documents section. Here you can select to attach any documents that have already been created against the record. For example if you had already generated a proposal document using a Word document template, you can add the document as an attachment. You can add the file as the original file type or as a PDF. Once happy with your selection, click 'Attach'.
The New Documents section allows you to generate a new document using your standard document templates. Please note: only templates available at that level of the hierarchy will show. For example, only Quote document templates are available to select from, due to sending this email from a Quote record. You can add the file as the original file type or as a PDF. Once happy with your selection, click 'Attach'.
Finally, we have the Attachment List, where all of the currently attached documents will be listed. This section allows you to review the documents attached and choose whether they're saved to the CRM.
Once happy with all of your attachments click 'Close' and continue editing your email.