Attaching Files to an Email

Define the file to attach in the Send Email action's Attachment section. You can attach files from the File Cabinet or from a joined field containing a file. Files from Image field cannot be attached. To attach multiple files, zip all the files into one folder and attach the ZIP file to the email.

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

1. Create a Send Email action.

2. Fill the required fields from the Basic Information section.

3. Fill the required Send Email action parameters. For more information, see Send Email Action Parameters

4. In the Attachment parameter, select to attach either a:

   • File Cabinet file: Select the File option and search for the file in the file cabinet.

   • Join Field file: Select the From Field option and choose the joined record type and the field from the joined record that contains the file to send.

Related Topics

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

General Notices