Adding an attachment to emails within Sage

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.

1. Select the document you want to amend, right click on it then click Edit.
   
   This opens the document in Sage Report Designer
   
   
2. In the menu at the top, click Report, then click Email Settings.
3. Select the Email attachments tab.
4. Click Add File(s) or to remove an existing attachment, click Remove.
5. 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.
   
   
6. On the menu bar click File, then click Save As.
7. Enter a new file name then click Save.
8. On the menu bar click File, then click Exit.

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