Adding a file as an attachment or for embedding in the body of an email is managed from the email composition screen.
To add an attachment to an email message, you must first be in the Email Edit screen in Open Leads. Below the Message Body section, there is line labeled "Attachments." Click in this field and you will be prompted to choose the file (attachment) you wish to add to the message. Choose the file and then click on "Save."
Every time you add a file, a token is generated to the left of the file name (e.g. [File 123]).
The file will then be appended to your plain-text email as a link to allow the recipient to view the file, or it can be embedded in the body of the email using the file "Token" or HTML code.
Examples of token use are:
Click here to download our file: [File 123]
or, to make text a clickable link in your email, highlight the text you want to make active and then click on the "chain link" icon. Enter the file token in the URL line and then click "Insert"
To insert an image in your email message, click on the "Picture" icon in the editor, and then enter the token as the image URL, and then click "Insert"
To change the alignment or other attributes of the text and images, click on "Format" and then on "Formats" and choose the attribute you wish to adjust.