How to Attach Files from File Storage to Email Templates
You can attach files from File Storage to Email Templates, making it quicker to compose emails with attachments that you frequently send out from within WriteUpp.
To attach files from File Storage to an Email Template:
- Go to Create -> Message and the Email screen should open
- Click the ‘Manage Templates’ link
- You will be taken to the ‘Message Templates’ page with a list of all you existing email templates
- Click the Add Template button, or if you want to attach a file to an existing template, click the Edit link
- On the 'Message Template' screen, enter a Template Name, Subject and some text into the main body field.
- To attach a file, click the Manage Attachments button:
- The ‘Select attachments’ modal will open, listing all of your files from File Storage
- Tick the files you would like to add to the Email Template. You can search for specific files using the search bar, if needed (NOTE: The file Description is shown here and not the file Name)
- Press Confirm when you have selected all of the files you would like to add
- The files will then be added to the template. Under the ‘Attachments’ section, you will see links for the attachments, which you can click on to view them. If you want to change the files you have selected, click the Manage attachments button to open the ‘Select attachments’ modal again.
- When you are happy with your email template, click Save Template
- You will be directed back to the ‘Message Templates’ screen, where you will see your new template listed.
- Click the Back to Message link to return to the Email screen. You will now be able to select the new template from the ‘Select Template’ dropdown, and the details and attachments added to the template will populate the fields.
Updated on: 24/01/2024
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