Skip to main content

Attach a file to a Template

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

T
Written by Terence Cassidy
Updated over 2 months 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

  2. Click Manager

  3. Click Documents

  4. Click Template Maintenance

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

  6. In the right-and column, Click the ✚ button and select Add Template

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

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

  9. Add any Notes required

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

  11. Click Save

  12. Now click the πŸ–‰ icon on the new template entry to create the document content

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

  1. Click Options

  2. Click Manager

  3. Click Documents

  4. Click Notebook Types and Templates

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

  6. Click Notebook Type Templates

  7. Click ✚ (right hand side of Notebook Type Templates line)

  8. Select the Template for the attached document

  9. Click Select

Add a new Notebook Type

  1. Click Options

  2. Click Manager

  3. Click Documents

  4. Click Notebook Types and Templates

  5. Click the New

    button

  6. Type the Notebook Type Name

  7. Select the Notebook Folder this will be stored under

  8. Select the new Item Template

  9. Supply a Notebook Subject

  10. Tick if this applies to Candidates or Contacts

  11. Click the Save

    button

Did this answer your question?