Email Attachments

In order to attach a file to an email, you must first upload the desired file into the system. 

Upload a File

1. Click Communications on the upper navigation bar, and then click Email Attachments.
2. Click Upload a File to choose a file to upload to the system.
   
   
3. Click on the desired file, and then click Open. 
   • The file is displayed on the Email Attachments page.
     
     

Attach a File to an Email

1. Click the Attachments drop-down at the bottom of the Send Email page, and then check the box of the attachment that will be sent.
   
   

Delete an Email Attachment

If an email attachment is not being used on an email template, the email attachment can be deleted. If the attachment was sent in an email, it can still be downloaded and viewed from the Email History page.

1. Click Communications in the navigation bar, and then click Email Templates.
2. Click the Template Name that has the attachments.
   
   
3. Uncheck the box next to the attachments being removed from the template, and then click Update Email Template.
   
   
4. Click Communications in the navigation bar, and then click Email Attachments.
5. Click the Delete button next to the attachments to be deleted.
   
   

View a Deleted Email Attachment

The attachments can be viewed and downloaded in Email History even if the attachment has been deleted. 

1. Click Communications in the navigation bar, and then click Email History.
2. 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.