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Question

Email with template - attach Word document

Workflow

Updated September 22, 2015

asked on September 17, 2015

Hello,

I have a workflow starting with an email that has a template assigned to it. Once the next person recieves the notification they are to modify the template and attach a word document to the email.

Is this possible?

Thank you,

Jen

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Replies

replied on September 22, 2015

Hi Jennifer,

Are you trying to attach a word document into the email or link the email with a word document within the repository?

Although you cannot currently edit email messages within the repository, you can modify the template and create links to attach two files in the metadata. You can use links or document relationships to connect two related documents, such as e-mails and attachments, to quickly access both of them.

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Asked September 17, 2015
Updated September 22, 2015
113 views