Attach Documets to Email Templates
Be able to attach different documents, like questionairres, that do not have to be attached every time an email is sent out.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
PLEASE, this crucial as a feature or option. I don't want to go in Outlook and used the Save drafts.
We should be able to attach a PDF or Word Document that is used over and over again when an email is sent. To manually attach is a burdensome process and defeats the purpose. Please.
Please add this as an option!
This seems like a basic function that should be available. If we are sending the same email templates with the same attachments it would make life easier than to have to upload the attachment every time.