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How do I attach PDF files to an auto-email?
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Last Updated
2nd 2009f January, 2010
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Export to PDF
Setup > Paperwork > Attachments - Click "New Upload" button. 




Select type of upload from drop-down menu.  Enter a title for the upload.  Enter a description for the upload.  Click "Browse" button.  Select file from your computer and upload.  Click "Save Changes".




Setup > Paperwork > Emails - Select an existing email for the attachment.  Click to open or click "New Custom Email" to create a new email.




Locate "PDF Attachments" section.  Highlight attachment to be associate with this email.  Click "Save" button.
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