Sending the same document with an email, i.e. a fact sheet, a checklist, a privacy form, meant attaching it manually each time. And it could be easy to forget on a busy day. 

What’s changed 

You can now attach documents directly to an email template, so are automatically included with every email using that template: 

• Attach one or more documents from your document library, in the order you choose, up to 20 MB total per template. 

• The documents are attached to every email using that template, including manual sends, mail merges and auto-actions. 

• The template will always send the latest version. Update the document in your library and the newest version will be included. If the document is removed from the library, it’s simply skipped. 

Why it matters 

The right documents are sent every time, consistently, without you having to remember to attach them. One setup step saves a small task on every send. 

Where to find it 

The Attachments tab is available on an open email template: 

Admin > Settings > Email Templates > Attachments 

Choose Attach, select your documents from the library, set the order with the up/down arrows, and save. Most standard templates support attachments; invitation templates (Client Centre, questionnaire, DocCentre) and DocuSign/DigiSign templates don’t. 

Read the full guide: https://wiki.connective.com.au/en/articles/474-creating-and-editing-email-templates