# 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.&#x20;

**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**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FnDk5RuFZOMsszZt3VE4S%2Fimage-a2d-35.png?alt=media&#x26;token=288cd5fe-d621-45da-9dc5-c4ad7d1aef31" alt="Attach Files"><figcaption></figcaption></figure>

* Select the desired record from the regarding field.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FyVlLtYTCuZ6VIhA4NmKN%2Fimage-a2d-36.png?alt=media&#x26;token=7d38a1ff-ed26-4fc2-92e3-93bb3931a268" alt="Attach Files"><figcaption></figcaption></figure>

* Click on **‘Attach2Dynamics’** Button.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FBdbD5xhT8zXafYCxDj0H%2Fimage-a2d-37.png?alt=media&#x26;token=1b1d4c21-3762-4868-bf52-bdcbd8375db3" alt="Attach Files"><figcaption></figcaption></figure>

* Now select the required files and attach them as links or attachments on the Email form.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FJJxuxwLS3FwDI472goaM%2Fimage-a2d-38.png?alt=media&#x26;token=fd9fbfb0-916f-4b25-ac76-7c30ea4643e2" alt="Attach Files"><figcaption></figcaption></figure>

**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.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F9tUFmPX4s3ucNZss79E0%2Fimage-a2d-38.png?alt=media&#x26;token=c989373c-e882-41cd-acff-cc42d3d6f716" alt="Attach Files"><figcaption></figcaption></figure>

* Click ‘**Ok**’.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FAFQjW58cHOhe9LWmxTsD%2Fimage-a2d-40.png?alt=media&#x26;token=009e362a-f433-4785-86cc-2b261b62cba7" alt="Attach Files"><figcaption></figcaption></figure>

* Links to respective files on records will be generated successfully.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FXzMTK4cacav7CcOOKx2H%2Fimage-a2d-41.png?alt=media&#x26;token=76038d09-9130-441d-99dc-e36f3b03247c" alt="Attach Files"><figcaption></figcaption></figure>

**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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F3lVjrKahTpt6i2Mctfok%2Fimage-a2d-42.png?alt=media&#x26;token=b9d7a635-8501-47f4-b6e4-14d1973afb7e" alt="Attach Files"><figcaption></figcaption></figure>

* Click ‘**Ok**’.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FW2saM4lrpyZKCVdQSHLM%2Fimage-a2d-43.png?alt=media&#x26;token=42966d77-b0dc-4950-b9c5-c06edb98d570" alt="Attach Files"><figcaption></figcaption></figure>

* Selected documents will be successfully attached to the email form.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FJfdqTBrl4mFrRiFiqOIb%2Fimage-a2d-44.png?alt=media&#x26;token=763b83e0-64c2-4b0c-a265-002d01dea60c" alt="Attach Files"><figcaption></figcaption></figure>
