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.
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!
Hi @CharlotteK Sorry this does not work. It would be the perfect solution. My client has expressed dissatisfaction that his team will have to remember to attach the same files every time. Can we please add this functionality to the product?
Hi Charlotte… i noticed there was no reply to this one and this issue is not resolved. can you please provide a solution as your suggestions do not work.