Add ability to add resource library attachments to Email Contact form.

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Tom Clark

• 16 May 2021 23:34

Currently the system allows to add attachments to templates that are sent out. This requires having a specific template created for the purpose.

It would be great if this functionality was available from the Send Email form. Currently, this form only allows you to attach documents that you already have saved on your device.

This would provide the benefit of being able to create emails that are more customised/personalised  while still being able to leverage the functionality to email attachments already in the resource library.

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  Pip Austin

  • 16 May 2021 23:59

  That would be good!

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  Tom Clark

  • 08 June 2021 21:58

  As an addition, while a booking confirmation allows you to attach documents from the resource library, the client agreement (and other agreements) do not.

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