| Adding an attachment to emails within Sage |
Description | Within Sage you can attach extra documents to your outgoing emails to provide extra information to your customers or suppliers, for example adding a PDF of your terms and conditions. |
Resolution | - Select the document you want to amend, right click on it then click Edit.
This opens the document in Sage Report Designer
- In the menu at the top, click Report, then click Email Settings.
- Select the Email attachments tab.
- Click Add File(s) or to remove an existing attachment, click Remove.
- Browse to the location of the file you would like to add.
You need to ensure the file is stored in a shared location which all users have access to and that the file is not moved or renamed.
- On the menu bar click File, then click Save As.
- Enter a new file name then click Save.
- On the menu bar click File, then click Exit.
[BCB:19:UK - Sales message :ECB]
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