I would like to set up email templates which include a designated PDF attachment that saves for recurring use, rather than having to upload each time. Is this in the works, by chance?
Ideally I would love to automate this completely without the manual selection of the template in the future but for now - the ability to save a PDF to the templates would be incredibly helpful.
Hey Ashley! Charlotte here with an idea!
In your Emails & Activites app within the Updates Section, you can create template emails and attach a file (from your computer or Files Column) to always be included in this template.
Could this work for what you’re looking to do? Let me know your thoughts!
That’s exactly what I’m trying to do but when i tested the template, the file wasn’t attached.
Same here. The file is not saved in the template