Upload a document to the file manager

Modified on Fri, 12 Jun at 12:09 PM

The file manager allows for files to be uploaded, which will then be available for quick access in email templates.

This can be found in Settings > File manager.

  • Click Attach Local File which will allow you to upload a local document.
  • You can click 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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