Add an Attachment to an Email

How to Add an Attachment to an Email

 

How to Add an Attachment to an Email

 

  1. Make sure you have the “Send an Email” screen up and scroll down to where you see the paperclip. If you hover over the paperclip you will see “Attachments” this will help you find documents on your computer. go ahead and click the document of your choice. You also have the option to click on the blue plus button on the bottom right hand corner of the email template, that will allow to search documents you already have in TrackerRMS.

 

  1. If you click on the paperclip icon you will see a screen that pops searching for documents within your computer. If you click on the blue plus button you will see a screen that looks like this. After you see this screen you can then go ahead and search and find the correct document that’s already in TrackerRMS.

 

  1. Once you have selected between either option any attached that you may have added will be then listed in the attachment section.

 

 

 


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