How do I attach files to a correspondence from the Library?

  • Created : 12/1/2021 11:01:46 AM
  • Updated : 2/7/2022 5:13:02 AM
    • Files that are uploaded into a folder in the library can directly be attach into a correspondence.
    • Choose the file(s) that need to be attached to the correspondence by selecting the checkbox and click on the '+New' button.

    • From the dropdown select the type of correspondence you wish to initiate with these files in attach.
    • The selected files will be automatically attached in the correspondence initiated.