Links

Attach Files of Various Records Directly from the Email Form

With this feature, users can attach files/documents of various records directly from email activity form without switching between different entities.
To attach files/documents as links or attachments directly on Email form, please follow the steps given below:
  • Navigate to Activities --> Click on the ‘Email’ activity.
  • Select the desired record from the regarding field.
  • Click on ‘Attach2Dynamics’ Button.
  • Now select the required files and attach them as links or attachments on the Email form.
Attach as Links: To attach files as links, follow the steps given below.
  • Select the desired files and click on ‘Links’ option on the ‘EMAIL’ Dropdown.
  • Click ‘Ok’.
  • Links to respective files on records will be generated successfully.
Attach as Documents: To attach files as documents, follow the steps given below.
  • Select the desired files and click on the ‘Attach Documents’ option on the ‘EMAIL’ Dropdown.
  • Click ‘Ok’.
  • Selected documents will be successfully attached to the email form.
Last modified 4mo ago