Emails sent via workflow can contain an attachment

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

From AgencyCloud 12.149+, an email generated via automated workflow settings can contain an attachment

The attachment can be a specific file or can be configured to customise the file being sent to the recipient

Workflow is a predefined sequence of steps which are applied to a specific record - often used with task plans - for more information, click here: Workflow & task plans

Task plans and workflow need to be set-up and configured, click here to contact Reapit Support to request set-up

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