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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

When sending emails that include attachments, the attached files are saved, as well as the email itself.


1. Send email with attachment

An email can be sent from within the system in various places from within Reapit Agency Cloud places

For example: 

  • Click envelope icon beside an email address


Info

Emails can be sent from various areas within the systemReapit Agency Cloud

For example: from the offers screen, the sales progression screen and when booking a diary appointment


2. Saved email in Activity Feed

After the email is sent, a record of this is added to the Activity Feed of the related record(s)

  • Sent emails and letters are shown with an envelope icon

  • Emails that have been sent with an attachment also display a paperclip

  • Double-click the email to open


3. Saved email

The sent email is shown including:

  • recipient name(s)

  • email message

  • attached file(s)
    Double-click to open/view the attached file



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