product suggestions

Ability to attach documents from the File Store (or document templates) to emails sent out from the Users Datagrid

Currently attachments can only be added to communications sent out automatically using Workflows, you cannot attach documents to emails sent from

- Users DataGrid

- Invoices DataGrid

- Any Delegate DataGrid

  • Jenna Culshaw
  • Mar 3 2017
  • Gathering Customer Interest
  • Attach files
  • Admin
    Dave Evans commented
    March 22, 2017 14:24

    It is now possible to send emails through the system and insert a link to a document stored in the file store. It is not possible to generate an email that auto produce a document template and send it. Can you give some examples of the types of things you would like to be able to do ?

  • Jenna Culshaw commented
    March 22, 2017 15:06

    I imagine that administrators will use email templates to reissue/resend communications that delegates have lost or claimed they didn't receive, or send if the workflow didn't trigger as expected.

    This may include emails with JI's attached, or with certificates attached, so it would be nice to select them for manual emails too

    Thanks, 

    Jenna

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