# Send an Email for both Non-activity and Activity entities

Users also have an option to send an email for both Non-activity and Activity entities.&#x20;

### For Non-activity Entity:

There are two options for this – send as Link or Attachment.

* **Links:** On selecting this option you can insert the file’s/folder’s link in the email body. The below window opens on choosing the option ‘Link’ with link of file in email body.
* **Attach Documents:** On selecting this option you can attach the file itself in the email body. The below window opens with file as attachment by choosing ‘Attach.’

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fw75asnisUlAlh8RbCVnD%2FEmail%20files%20as%20an%20attachment%20or%20share%20the%20link%20to%20the%20files-%20slide%2017.png?alt=media&#x26;token=d0428cdc-082f-473e-aeaf-db437b88634f" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDyZ4tWrGfH2viNNVpgHs%2FEmail%20files%20as%20an%20attachment%20or%20share%20the%20link%20to%20the%20files-%20slide%2017%20image%202.png?alt=media&#x26;token=0f1cff79-7df3-4e14-aadb-d9a1d65f1f58" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F8XhnqmNTmfqGGEVqf6rt%2FEmail%20files%20as%20an%20attachment%20or%20share%20the%20link%20to%20the%20files-%20slide%2017%20image%203.png?alt=media&#x26;token=0d9d3128-bb75-4a7c-87af-9ae667bba305" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Email can be sent only with files and not folders. Also, multiple files can be sent in a single mail.**
{% endhint %}

### For Activity Entity (Email):

To directly send an email with multiple attachments, please follow the steps given below:

* First, create the Connector record in Attach2Dynamics App. Please follow this [link](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint) for directions.
* Next, create an entity configuration record for the **Email** entity.
* Now you have to create an entity configuration record for the entity which will be selected in the **Regarding field** of the **Email**. Follow [this link](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration) for directions to create entity configuration.
* Navigate to the Email form --> Set the entity record that you want to view in Attach2Dynamics UI in the **Regarding** field --> Click on the **Attach2Dynamics** button.
* You will be able to see the files and folders present in the SharePoint site of the record present in the **Regarding** field as shown below:

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FwBcCVLL6iXx1danf4snX%2FImage1.png?alt=media&#x26;token=b8814a11-0676-487a-9c54-6cc532675ba3" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDqQsBxhV8ulEz0JI5oRX%2FImage2.png?alt=media&#x26;token=8f330cf6-b6be-41c7-82f1-c667d95cbd03" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

* Select the file --> Click on the **Email** button to attach the file as an **attachment** or as a **link** in the email.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FwnmcUKtOuzOYbEEnFKc7%2FImage3.png?alt=media&#x26;token=6d23c9a3-2166-41af-b86f-a438ba134337" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

* In the case of **Attach Documents**, the file will be added as an attachment in the email attachment section.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FSe5iggOY0HwfBzq7hTLy%2FImage4.png?alt=media&#x26;token=6f56bd5d-1cc4-4ab0-b802-b13d2692d1ca" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

* In the case of **Links**, on selecting this option you can insert the file’s/folder’s link in the email body. The below window opens on choosing the option ‘Link’ with the link of the file in the email body.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FBKhxxuHbx3wIMPNd3JxU%2FImage5.png?alt=media&#x26;token=c5628dbb-8100-4013-b2cb-4ef22f592867" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

To edit email descriptions, users can edit the text “**Link generated by Attach2Dynamics**” and add any preferred content. This has to be configured beforehand while adding Connectors in [Additional Setting](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/additional-settings). Users need to specify the text in the Email Description section under Additional Settings, to ensure the preferred text is showcased every time they generate a link.

{% hint style="success" %}
For any queries, reach out to us at [crm@inogic.com](mailto:crm@inogic.com)
{% endhint %}

