Attaching Files to an Email

Use the Attachments section for a Send Email action to attach a file. You can attach a single NetSuite-supported file, or you can attach a file contained in a Document custom field. The file size limit for attachments is 10MB.

You cannot select files from Image fields, only custom Document fields. In addition, to attach multiple files, create a .zip of all the files to send in the email and select the .zip file as the attachment.

To send a file as an attachment with the Send Email action:

  1. If you have not already done so, create a Send Email action.

    See Creating an Action and Send Email Action.

  2. To attach a file from a file record, under Attachment in the Parameters section, choose File.

    Click the double arrows and choose List to select from all files in the File Cabinet.

    Optionally, click New to create a new File record.

    Optionally, after you select a file, click Open to open the file record in NetSuite.

  3. To attach a file from a Document field, under Attachment in the Parameters section, choose From Field.

    In the Record dropdown list, choose the record that contains the Document field and choose the field from the Field dropdown list.

Related Topics

Send Email Action
Using Internal IDs
Attaching Statements to an Email
Attaching Transactions to an Email

General Notices