Difference between revisions of "Attachments"
From Ecoachmanager
(Created page with "To add an Attachment to save in your Email system such as Insurance Certificate, CRB Certificates Etc, click on '''Tools''' on the '''Taskbar''' then '''Config'''. Click on '''EM...") |
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| − | To add an Attachment to save in your Email system such as Insurance Certificate, CRB | + | '''Attachments''': To add an Attachment to save in your Email system such as an Insurance Certificate, CRB Certificate etc., |
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| + | click on Tools on the Taskbar then Config. Click on Emails and then '''Attachments.''' | ||
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| + | Click '''Choose File''' and then when you have the file you want click '''Upload'''. The file you have chosen will then appear in the box above, click '''Save Changes''' to save it on the system. | ||
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| + | To edit the '''Title''' of the document, click on the title and edit as required then click '''Save Changes''' again. | ||
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| + | To add more attachments repeat the process as required. You can also set attachments to be sent with the Status emails, i.e. New Quote, Pending Quote, and Bookings | ||
Latest revision as of 02:59, 9 January 2024
Attachments: To add an Attachment to save in your Email system such as an Insurance Certificate, CRB Certificate etc.,
click on Tools on the Taskbar then Config. Click on Emails and then Attachments.
Click Choose File and then when you have the file you want click Upload. The file you have chosen will then appear in the box above, click Save Changes to save it on the system.
To edit the Title of the document, click on the title and edit as required then click Save Changes again.
To add more attachments repeat the process as required. You can also set attachments to be sent with the Status emails, i.e. New Quote, Pending Quote, and Bookings
