Skip to main content

Attach a file to a Template

This article explains how to attach a file or document to a template.

Terence Cassidy avatar
Written by Terence Cassidy
Updated over 3 weeks ago

Through Notebook Types and Templates you can attach documents (turned in to templates) under the Notebook Type Templates:


Add the attachment documents as templates - for each one

  1. Click Options and then click Manager.

  2. Click Documents and then click Template Maintenance.

  3. Select the Template Type from the list in the middle column.

  4. In the right-and column, Click the โœš button and select Add Template.

  5. Enter the Template Name (name of the document).

  6. Tick Merge if the file needs to be merged).

  7. Add any Notes required.

  8. Fill an any other required information (Picklist suppression, Start and End date).

  9. Click Save.

  10. Now click the ๐Ÿ–‰ icon on the new template entry to create the document content.


Add a new template (attachment document) to the email template

  1. Click Options and then click Manager.

  2. Click Documents and then click Notebook Types and Templates.

  3. Select the Notebook Type (if you need to create a new Notebook Type see below).

  4. Click Notebook Type Templates.

  5. Click โœš (right hand side of Notebook Type Templates line).

  6. Select the Template for the attached document.

  7. Click Select.


Add a new Notebook Type

  1. Click Options and then click Manager.

  2. Click Documents and then click Notebook Types and Templates.

  3. Click the New (New button) button.

  4. Type the Notebook Type Name.

  5. Select the Notebook Folder this will be stored under.

  6. Select the new Item Template.

  7. Supply a Notebook Subject.

  8. Tick if this applies to Candidates or Contacts.

  9. Click the Save (Save button) button.

Did this answer your question?