Adding an Attachment to a Message Template

Before you start

The Access Correspondence Manager configuration user type permission is required.

By default, the attached file maximum size is 1 Mb (setting Attached File Maximum Size).

By default, the maximum number of file attachments allowed per entity record is 10 (setting Attached File Maximum Number).

Configuration > Message Templates

Here's what to do

1. In the message template, click Add next to Attachments.
2. Enter a code.
3. Click Browse... to select a document.
4. Click Save.

Results:

The attachment appears in the Attachments section of the message template if the size is below or equal to the maximum size allowed for attachments.