Option to add an attachment to process email templates

Good morning Tony Romano ,

Unfortunately, directly adding an attachment to an email process template is not currently possible.

However, assuming you want to use a BPM process to send a predefined document that can be stored in CRM, you could use the DocMerge action in the BPM:

This option allows you to automatically DocMerge a document via BPM and gives the option to send it via email, using the email process template of your choice:

I hope this helps but let me know should you have any questions.

Best,

Francesc

hi Francesc Del Moral Farrarons 

Thank you for your reply, I came to the same solution over the weekend 

Although I still think it's odd that attachments are not available in the standard process email templates.

Hi Tony Romano ,

glad to see this workaround could be a solution for you.

About the possibility of adding attachments to the process email templates, there is the Idea #97776 already documented (https://portal.sugarondemand.com/#supp_Bugs/97776).

Best,

Francesc

Hi Tony Romano ,

glad to see this workaround could be a solution for you.

About the possibility of adding attachments to the process email templates, there is the Idea #97776 already documented (https://portal.sugarondemand.com/#supp_Bugs/97776).

Best,

Francesc