Attachments

From Ecoachmanager
Jump to: navigation, search

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