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Pairing a Document with an Email
Hello,
If we have document we email regularly and it always has the file we wish to email WITH said document attached, how do we create a system where as soon as we initiate and email, the document is already attached (automatically).
ex). Fulfillment from Sales Order -- BOL is manually attached to Fulfillment -- We want this attachment to always be sent with our "Fulfillment Email" for tracking and reference purposes.
Thank you!
Rick H
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