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Pairing a Document with an Email

edited Jun 2, 2025 2:27PM in Ask A Guru 4 comments

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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