Can I attach a Document to my Email?

Yes, we support attaching documents to your emails when sending via your saleslifecycle.com account.  Documents can be up to 10MB in size.

From the email composer: select the 'attach a document' option higlighted below

Composer Window

 

From there a new popup window will open allowing you to select from previously uploaded documents or letting you upload a new one.  

Upload new document Uploading the document

Once you have selected or uploaded the document you wish to attach the document will now be listed in the composer window

Composer With Attachment

 

The last thing to point out is that this document will now show up in the contacts page

Contact with attached documents

Have more questions? Submit a request

6 Comments

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    Kerin

    How do you do it?

    I can see if you use a template but it shows in the body of the email. I would like it as an attachment.

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    Andrew Harry

    Hi Kerin,

    I just updated the documentation to show more clearly how to actually go about adding a attachment.
    Let me know if you have further questions.

    Andy

  • 0
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    Kerin

    That works when you are sending an individual email but how can you attach a document when you are sending a group email and wish not to use a template and have your information in the body of email.

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    Andrew Harry

    Unfortunately we do not support group attachments at the moment.
    I will add this to our feature requests and get back to you on timing.

    Andy
     

  • 0
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    Kerin

    Oh bugger, but thanks Andy!

  • 0
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    Andrew Harry

    We now support group attachments.

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