Knowledgebase

How To Send an Email with a Attachment from the System

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  1. Find the Contact/ Lead or Contract you are looking to send the attachment to.
  2. Click on their email within their ‘Contact Info’
  3. Select template, or type the email out.
  4. Scroll down and click ‘Select files…’ underneath ‘Attach existing from CRM’
  5. Select the file you wish to attach and click ‘Attach’.
  6. Press ‘Send Email’.

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