When you attach a document or file to a form letter, it is automatically sent as an attachment when you use the form letter for e-mail correspondence (as long as the status of the form letter and attached document are Approved). Attachment information is displayed in the Document Search Results and on the General panel of the form letter record. Document attachments are links to other IQ Document records. When you link a document to a form letter, you are linking a specific version of the document. If a new version is created, IQ does not update the form letter(s).
File attachments allow you to upload individual files as you would when sending an email attachment outside of IQ. File attachments are stored only as part of the form letter record and are not tracked separately in IQ.
To attach a document for use with e-mail correspondence:
On the Form Letter page, click the Attachments tab.
On the Attachments panel, select the Attach Document action.
Complete the fields to search for the desired document and click Go.
Select the Document record(s) to be used as attachments and click the Attach button.
To attach a file for use with e-mail correspondence:
On the Form Letter page, click the Attachments tab.
On the Attachments panel, select the Attach File action.
Click the Browse button to search for the file you want to attach, and then click the Save button to attach it to the form letter. The attached file name, along with the date and time it was attached and the user who attached it, appears on the Attachments panel.
To view the file, click the file name link. To detach the file, select the check box next to the file name and select the Detach action.
Note that you can also attach files to e-mail messages from the Mail Record page.