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Client Request with attachment

  • 4 November 2022
  • 6 replies
  • 153 views

Userlevel 3
Badge +1

Hi,

 

Is there any way to send a client request with an attachment?

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Best answer by max 4 November 2022, 22:03

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6 replies

Userlevel 7
Badge +13

Hi Joel,  You can have an attachment in the description area of the request or add it to the comment section of the request item.  You cannot have the attachment sent as part of the email they receive asking them to complete the task.  It will need to be accessed by following the magic link in the email.

Userlevel 7
Badge +19

 

Userlevel 7
Badge +13

@max  Love the video.  And the Pro tips about where and why you might attach a file.  I also love the extra information provided about notifications. You give excellent answers.😀

Userlevel 7
Badge +19

Thanks @DianeK!

I’m trying to setup it up for the visual learners out there. 😀

Userlevel 3
Badge +1

Thank you @max for the clear explanation and tips.

 

I also finally put a face to your bitmoji. Ha! 

Userlevel 3
Badge +1

Thank you @DianeK. Always a great help.

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