Documents from the database, but also external documents from the local hard disk, can be sent as attachments with emails.
To send documents that are centrally stored in the database, select the tab Attachments > Add > General documents.
Via Attachments > Add > Documents you can search for documents filed with other accounts, events or similar.
If the email is linked to a account, a event or other records for which files have been filed, these are also offered for selection. Ex: files from event/directory, account/documents or event/letters/emails
Add more text templates and (only for emails from events) also event sheets .
External documents that you attach via Attachments > Add > Files are stored in the email database.
To select external files via the Explorer window without saving them in the database, click on the title in the lower window Mark documents on the local hard drive .
Save your input by clicking on the icon in the top left-hand corner of the input window.