The CRM Library enables you to upload files to your CRM so they can be easily referenced by the team. The CRM Library provides a folder structure enabling you to store both uploaded files and links to external resources, such as SharePoint. Click here to read more about how CRM Library can help your business.
In this article, we'll be focusing on how to attach the files uploaded to CRM Library to emails templates.
Please note: this article assumes you've already uploaded your files to the CRM Library. If you've not done so already, please click here to see how to upload your files.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Navigate to Document Template Configure Option
Click here to navigate to the Configure Document Template option. This link will take you to a list of your current document templates.
Step 2: Edit Required Template & Attach CRM Library Files
Click the pencil icon for the email template that you wish to attach CRM Library files to.
A side bar will then appear, where you can click the plus button to select the CRM Library Files you'd like to attach.
Step 3: Locating CRM Library Files to Attach
By clicking the plus button the CRM Library will open, where you can now search for and locate the required files to attach.
Hint: you can use the search rather than navigating through your file structure.
Simply select the file you wish to attach and click 'Create' to attach the file to the email template. Repeat this process until you've attached all the required files.