How to add attachments and create an email template

How to add attachments and create an email template

This article assists with personalising your emailed documentation and how to include any additional attachments, that may be required to support the document.

Adding an attachment

Located via the settings menu, browse to the following section.
Settings > Company Profile > Booking Settings > Booking Terms Email Attachment

Select the blue 'Pen' Icon on the right and then select the 'Browse' button.

Browse to the location of the document you wish to add from your computer.

Upload the required document, which will then automatically save to your account.

Email attachments for quotes go to Settings > Company Profile > Quote Settings

Sending an email with an attachment

The added document will then appear as an attachment when you go to email your document, as shown below in blue.


You can also remove the document by selecting the 'X' if required by sending any email.

Documents can also be added by selecting the down arrow (highlighted above) and dragging any additional attachments into the box provided.


Creating an Email Template

Located in Settings > Email Templates

Select the Blue 'Add Email Template' button from the right of the page.


Select the Template Type, eg Booking, Quote, Invoice that you require the email template to be available for and enter a name that the template can be identified by.

Add the text you wish to be display in the text field box and add in any account specific information from the available fields drop-down, as shown.




Once completed, select the green 'Save' button at the bottom of the form.

Each template you create can then be accessed from the saved templates on the left of the page.



Applying the email template

Open the email you wish to send and select the drop-down arrow from the 'Template' option, as highlighted.




If you have any other questions about the above, please do not hesitate to contact our support team, who will be happy to help.

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