# 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fx0YdoKYf2ctMjXP5nv5L%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%201.png?alt=media&#x26;token=47f48e1f-dc2a-4694-a43e-83b264ef671a" alt=""><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%2Fwh3aimbSKAfmM8mq0dsz%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%202.png?alt=media&#x26;token=d583a770-39c4-4511-8b68-a09d336f3a16" alt=""><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%2FgEEZ40SXzYkYOsMZQLoh%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%203.png?alt=media&#x26;token=0fa2cc16-4fcc-407d-93d1-c4930474d745" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FLROEahJmTcbvmZjeCuoX%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%204.png?alt=media&#x26;token=3a753092-0988-44ce-a4e2-4ec82c274e2c" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDwgmfikbIiJO7IFs8bvy%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%205.png?alt=media&#x26;token=c50a029c-a192-4478-901a-618cf330888d" alt=""><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%2FiTklPrCi9qjODVL3is10%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%206.png?alt=media&#x26;token=3a990ac6-6b8a-465f-8fba-58a6e2f67a5e" alt=""><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%2Fd2YhzLCa8ixcRjRomwNS%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%207.png?alt=media&#x26;token=02c18b7f-beb2-41e5-a5f1-9ea34882be97" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F0qj4QkaAqUBDkelUm6gk%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%208.png?alt=media&#x26;token=29b0b707-9b8e-431e-82f6-83e669043f7d" alt=""><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%2FGyjhDUzMpur8WCHI9J92%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%209.png?alt=media&#x26;token=1e6d907b-5eb8-46c3-9616-473e5cfa1b24" alt=""><figcaption></figcaption></figure>

• Selected documents will be successfully attached 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%2FRMc7sMa91hQt8nQr4sCt%2FAttach%20Files%20of%20Various%20Records%20Directly%20from%20Email%20Form%2010.png?alt=media&#x26;token=b536596f-962e-4fda-9958-18cdb1dace19" alt=""><figcaption></figcaption></figure>
