You can attach a document or other files to an outgoing e-mail message. This might be useful when you want to forward information that already exists or that you do not want to incorporate in the body of the e-mail message.
If the form letter you selected in the Mail record contains attached files or documents, IQ automatically displays them in the E-Mail Attachments field in the Outgoing section of the Mail record page. In addition, you can manually attach files.
Note: IQ will automatically email all files in the E-Mail Attachments field when you select the Send Email action. If you change the Outgoing Method to USMail and print the letter, IQ will not automatically print the files in the Attachment(s) field. You will need to manually print the attached files by clicking the file name and selecting the print option.
To manually attach a file to outgoing e-mail:
Click in the Method field in the Outgoing section and select E-Mail.
Click the paper icon to the right the E-Mail Attachments field. IQ displays the Attach File to Outbound E-Mail dialog.
Select Local Files to attach a file that's stored on your workstation or select Documents if the file is located in the Documents module. Select This Mail Record to attach an incoming or outgoing file that's already attached to the mail record. Note: The This Mail Record option is unavailable if there are no incoming or outgoing files attached.
If you're attaching a local file, click the Browse button to search for and select a local file. Click the Save button to attach the file.
If you're attaching a file from the mail record, select the check box next to the file and click the Save button. Note: If you are sending e-mail from a mail record that is associated with a workflow record, the This Mail Record option will display files and documents that are attached to the workflow record.
If you're attaching a file from the IQ Documents module, enter the search criteria and click the Go button. Select the check box next to the document or documents you want to attach and click the Attach button. Note: If you attach a form letter, IQ displays a warning message to let you know it will not be merged with Name and Address data before it is sent with the e-mail.
The attached file appears in the outgoing E-Mail Attachment field.
Complete remaining fields on the Mail Record page and send the e-mail message or add it to a batch.
Note: The following additional fields are available when sending e-mail through a workflow by clicking the People icon next to the E-Mail Attachments field:
Name and
Address that will be sent as an attachment with this E-Mail
Please
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