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Attach a file

Last updated by Rich Orr on November 02, 2015 09:53

There are a number of different areas of the system where you are able to attach a file this depends on where you are in the system and what you would like to do. 

You can attach a file to a contact or organisation record or if you want to send one to an individual contact record or to a bulk group of contacts. Before you attach a file to these different areas, you must remember to upload the document in to the system to begin with. 

Here are some relevant documents: 

[Video] How to add a document 

[Video] How to add a document to an email campaign

[Video] How to add a document to a plain text email

[Video] How to add a document to a Contact Record