> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/sharepoint-security-sync/features/attach-files-of-various-records-directly-from-email-form.md).

# Attach Files of Various Records Directly from 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 **‘Email’** activity.

<figure><img src="/files/EtRqEDsaKOALn48ozNAk" alt=""><figcaption></figcaption></figure>

• Select the desired **record** from the regarding field.

<figure><img src="/files/3NlPp9yNWul6VmtQuhkv" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Th1duUBveG3vADVdcldV" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Fy18V6npuDSJ6AwX4QB4" alt=""><figcaption></figcaption></figure>

**i. 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="/files/0PDq8VqjsFKWBbVXyiKR" alt=""><figcaption></figcaption></figure>

• Click **‘ok’.**

<figure><img src="/files/TEhbBTyAI5wyBn8uzdIm" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/eqxFfYEq0HvxlbEP1i5H" alt=""><figcaption></figcaption></figure>

**ii. Attach as Documents:** To attach files as documents, follow the steps given below.

• Select the desired files and click on **‘Attach Documents’** option on the **‘EMAIL’** Dropdown.

<figure><img src="/files/WKGjHrRfAn1Khya41lqU" alt=""><figcaption></figcaption></figure>

• Click **‘ok’.**

<figure><img src="/files/yNaId7SPRoBHTlAJQJCQ" alt=""><figcaption></figcaption></figure>

• Selected documents will be successfully attached on the email form.

<figure><img src="/files/TyQkSOc4BclkvlJnsIRo" alt=""><figcaption></figcaption></figure>
