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:
Click Options
Click Manager
Click Documents
Click Template Maintenance
Select the Template Type from the list in the middle column
In the right-and column, Click the β button and select Add Template
Enter the Template Name (name of the document)
Tick Merge if the file needs to be merged)
Add any Notes required
Fill an any other required information (Picklist suppression, Start and End date)
Click Save
Now click the π icon on the new template entry to create the document content
Add a new template (attachment document) to the email template
Click Options
Click Manager
Click Documents
Click Notebook Types and Templates
Select the Notebook Type (if you need to create a new Notebook Type see below)
Click Notebook Type Templates
Click β (right hand side of Notebook Type Templates line)
Select the Template for the attached document
Click Select
Add a new Notebook Type
Click Options
Click Manager
Click Documents
Click Notebook Types and Templates
Click the New
button
Type the Notebook Type Name
Select the Notebook Folder this will be stored under
Select the new Item Template
Supply a Notebook Subject
Tick if this applies to Candidates or Contacts
Click the Save
button
