Pathway: Setup > System > Email Attachments
The Email Attachments tool is used for uploading and storing documents for future use as attachments in customer emails, proposals, and service contracts sent from the Navusoft system. Examples of email attachments include: Cancellation Policies and Credit Card Authorization forms.
Add an Email Attachment
- Select the Division the attachment is intended for and click Load.
- Click the green + icon to open Add Form.
- Select Browse to search and upload the attachment. After the attachment has been uploaded the Add Form screen will close.
- Apply additional setup to the attachment by double clicking on the uploaded Form to open Edit Form.
Edit Email Attachment
Additional form setup is available by double-clicking on an attachment to open the Edit Form popup editor.
| Field | Description |
| Form Site ID | Option to restrict the form's use to only the site of the entered Site ID. This field is required if 'Form Site (External Form)' is selected from the Type drop down. |
| Type | Indicates the file type of the attachment. By default, all uploads are assigned PDF. If the attachment is specific to a site, select 'Form Site (External Form)' and enter a Form Site ID. |
| Includes Confidential Data | Indicates if the attachment includes confidential data. |
Add an Attachment to an Email
After an attachment has been uploaded and saved, it will display in the Forms drop down of the Send Email screen. Attachments can be sent with customer emails, proposals and service contracts.
