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Auto-Email Attachments
Make the following selections from the eSite menu to
display the grid:
Setup—Global—Auto-Email Attachments
Use this grid and tab to manage Auto-Email attachments.
You can upload text and image files (attachments) for the purpose of attaching
items to Auto-Emails,
Refer to the Auto-Email Overview for additional information.
Note
Make sure to add the appropriate Document
Typesfor the documents you want to attach. For additional information
on setup details, refer to Auto-Email
Overview
Grid and Tab Felds
Note
A red asterisk ( * )
indicates a required field or selection.
Grid Fields
Description
The description of the attachment. You can click
this link to open and save or view the attachment using your browser's
capabilities.
Filename
The file name of the attachment.
Date
The date that the attachment was uploaded to the
server.
Delete
Click the Delete icon
to delete an attachment.
Add Attachment
Click to open the Upload Auto-Email Attachment
tab. This allows you to upload attachments for Auto-Email.
Find Attachment
Use this button to locate an email attachment.
Type an attachment name and then click the Find
button.
Upload Auto-Email Attachments Tab Fields
Description *
Enter a meaningful description for the attachment
you are uploading.
Browse *
Click the Browse button
to locate and select the attachment you wish to upload and save to the
server. The filename of the attachment appears in the field when you select
it.
To Upload Auto-Email
Attachments
- From Setup—Global—Auto-Email
Attachments, click Add Attachment. The
Upload Auto-Email Attachment tab appears.
- Type into the Description field a meaningful description for the
file you are uploading.
- Click Browse
to locate and select the attachment to
upload. The filename of the attachment appears in the field when you select
the file.
- Click Upload
Attachment. The file is uploaded, saved, and appears on the Auto-Email
Attachments grid.
To View Auto-Email
Attachments
Follow these instructions to view Auto-Email Attachments
that have been uploaded to the server.
- Open
the Auto-Email Attachments grid: Setup—Global—Auto-email
Attachments.
- Click the Description
link for an attachment. A browser message displays with options
to open or save the attachment.
- Select the action
you wish to take regarding the attachment. Consult your browser documentation
for additional information.
To Delete Auto-Email
Attachments
- From the eSite menu,
select Setup—Global—Auto-Email Attachments.
- Click the Delete button for the
attachment you want to delete.
- Click OK to confirm.
See Also
Auto-Email
Overview
Auto-Email
Attachments
Auto-Email
Templates
Auto-Email
Activities
Auto-Email
Audit Report
Global Overview