mrosenhek

Attaching Document to Mail

Discussion created by mrosenhek on Sep 12, 2013
Latest reply on Sep 13, 2013 by mrosenhek

Is there a way to attach a document to an email, automatically.

I realize attaching a file to an email is simple but let me explain ...

 

Portal row contains a document.

User wants to click button on portal row to automatically address an email to the parernt record which is easy enough (email field exists), but also wants to auto attach the document in the portal row to the email. I can't hard code the file path as it will vary.

 

I can create a field to contain the file path I suppose, but there is no place in the Send Mail dialog I can see to specify that field, to indicate the file path of the file

 

Any takers on this? Thanks.

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