Good day
how do I attach a document to a client communication email?
I would like to attach my queries to a month end file
Best answer by SamG
View originalGood day
how do I attach a document to a client communication email?
I would like to attach my queries to a month end file
Best answer by SamG
View originalThere’s different ways to attach files to a work item depending on what you’re trying to achieve.
Every work item does have a documents tab though, so whichever way a document gets linked to a work item, it will end up there:
If you’re looking to attach a document to a Client Request email (e.g. one that is sent from a Client Request checklist on the Tasks tab of a Work item), you can’t attach anything to the email, but you can attach documents to a task in a Client Request checklist.
Does that help? 🙂
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