Creating a Document

Before a document can be attached to an email it has to be created.

From the UTILITIES menu click on DOCUMENTS – Manage uploaded documents

Click “Create New Document” – give it a name and description and then select its purpose from the drop down list – Now SAVE the record.

Go back into the record and you will have the opportunity to ‘Select a file’ and upload it. SAVE again and the document will have ben created. It can then be referenced from the email template. (See help on “Creating email templates“)