In order to attach a file to an email in you must first upload the desired file into the system. To upload a file to the system, follow the steps below:
- In the navigation bar, click the Communications drop-down, and then select Email Attachments.
- Click Upload a File to choose a file to upload to the system.
- Your computer’s Documents Library page will pop up.
- Your computer’s Documents Library page will pop up.
- Click on the desired file, and then click Open.
- You should now see the file on the Email Attachments page.
- To attach the file to an email, click the Available Attachments drop-down at the bottom of the Send Email page, and then check the box of the attachment you'd like to send.
Delete an Email Attachment
If an email attachment is not being used on an email template, you can delete the email attachment. If the attachment was sent in an email, you can still download and view the deleted attachment from the Email History page.
- Click Communications in the navigation bar, and then select Email Templates.
- Click the Template Name that has the attachments.
- Uncheck the box(es) next to the attachments you want to remove from the template, and then click Update Email Template.
- Click Communications in the navigation bar, and then select Email Attachments.
- Click the Delete button next to the attachment(s) you wish to delete.
The attachments can be viewed and downloaded in Email History even if the attachment has been deleted.
- Click Communications in the navigation bar, and then select Email History.
- Click on the Subject of the email, and then click on the title of the attachment to view and download the attachments that have been deleted.