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Documents: Sending via Email Templates


This demonstrates how documents are sent via an Action Email Template that gets associated with an Action.

Setting up the Email Template

Admin/Action Lists/Email Templates

  • Add or edit an Email Template.
  • Select Attach by Template or Attach by Document Type and select the template(s) or document type(s).
  • Click Save.

Associate the Email Template with an Action

Admin/Action Lists/Global Actions

  • Edit the action that should send them the Email Template and the associated documents.
  • In either the Starting Email Templates or Completing Email Templates area, Add the Email Template.
  • Click Save.

Example on a File

When the Action is started or completed, the Email Template will be sent, along with the associated documents.

The Action will display the associated note and documents.

Updated on April 12, 2022

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