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).
Here's what to do
- In the message template, click Add next to Attachments.
- Enter a code.
- Click Browse... to select a document.
- 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.