How do I attach documents to an action?

  • Created : 9/2/2021 11:46:20 AM
  • Updated : 2/1/2022 8:07:36 AM
    • While completing an Action on an outstanding Mail item, along with comments you can also attach a file .
    • Click on the Action button on the top right corner of the Mail, for example: Click on the Approve button and in the comments box, include the necessary comments and click on 'Attach Files' to directly include files from the Document library. 

    • This file will be sent as part of the Action performed to the sender.