Overview
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.
