Simplify Attachment Management with Email Maker!
Dear community, if you appreciate automated processes and despise manual tasks, this blog is tailored for you.
Today, we shine a spotlight on one of our flagship extensions, Email Maker. Our latest enhancement eliminates unnecessary clicks and saves you valuable time.
With this new feature, when you send an email for a specific record, related documents are seamlessly attached. These documents are automatically selected from the folders you’ve chosen in the template settings within the Settings tab. Say goodbye to manual selection – streamline your email workflow effortlessly.
How does it all work? Check the guide below:
- Navigate to your Email Maker template and then click on the Settings tab:
- Next, please make sure the “Related documents load” is checked and then select the folder for Documents.
Note: Each module has different folders.
- Save the template and open your record, as an example we will use Contacts module.
Click onand select the template for which you defined Related documents load.
Procced withbutton.
- Now, on the preview below you can see that only documents from folder we selected were attached to the email, so you do not need to do it manually.
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