Attachments

 

Go to Settings the gear icon top right of screen > Under the Admin heading click on Attachments. 

Click 'Add New Attachment' the green button top right of screen - a pop up window will display and from here you can upload your file > Save.   

Note: Ensure any attachment files are optimised for sending by email.  EG compressed to the smallest file size possible.  Attachments should be kept below 10Mb in size.

mceclip0.png

 

Update:

You can now add attachments to the Notes tab on a client.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.