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This guide has been reviewed against our global client base and classed as relevant to all regions

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This article explains how to attach a file held in AgencyCloud to an Outlook email that is currently open

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From the Letters screen or Document Management window:

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  • Right-click over the file to attach

  • Hover over Attach to open e-mail

    The subject line(s) from all open emails will be displayed

  • Select the relevant emailĀ 

    The file will be attached to the selected email

Info

This option works around a previous issue where emails could not be attached from AgencyCloud in a Windows 10 environment

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How to attach a file held in AgencyCloud to an Outlook email that is currently open