Upload a document to the file manager

  • Upload a document to File Manager in Settings> File Manager 

  • Click on 'Attach Local File' which will allow you to upload a local document. 
  • Any documents that are added here can be accessed when you email a customer. 
  • You can click on  'Attach from File Manager' from an email (attach a file from the drop down list) OR, you can attach a file from a template email in Settings>Templates . Every time that email is sent the file will be attached. 
  • Any files that you save in the file manager named with an underscore i.e (_Example.jpeg) cannot be accessed by users trying to add attachments to emails. 

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