Sending email with Attachments

Overview

Sending email that includes attachments is a very common thing to do. HelpMaster makes this easy and offers several ways to do this.

Manually add the attachment(s)

Attachments can always be added manually to an email in the following ways.

Manually add attachments when composing a new email. Click the Compose button to display a blank email screen. Use the Attachments tab to add the required files
If you have email previewing enabled, you can add attachments at this stage also

Use Email Tags in the out-going email

Email tags can be used in Email Templates as place-holders for contextual data. They can also be used in ad-hoc email.

Attachments can also be represented by tags. This means that if there are attachments already linked to a job, or the current action AND the out-going email contains the appropriate attachment tags, then the attachments will be sent along with the email.

See Email Tags for further use of the Attachments email tags.

send email with attachments

To always ensure that any attachments are sent that are linked to the Action, it is recommended that you add the <<Action_Attachments_Attach>> tag to all email templates.