Step 5: Attachments

At this step, you can add attachments to the email template for all recipients. When you add attachments to System email templates with a prefix CSCRPLY (Case Discussion Replies), the attachment is available to all recipients. For example, you might have a template named CSCRPLYPayrollProblem for a generic payroll form that an employee or manager must complete. Attaching the form to the template saves time and streamlines the process.

To complete the Attachments step:

  1. Click Add to begin adding the attachments.
    A row opens with Dataform and Field.

Dataform

Select the dataform from with the attachment will be copied.

Field

Select the Field from the dataform.
  1. To add static attachments, from the right pane, click Attachments > Upload File.
    The Upload File dialog box opens.
  2. Click Choose File.
    File Explorer opens.
  3. Locate the file and click Open.
    You are returned to the Upload File dialog box.
  4. Optionally, you can provide Description, Category, and Tags information.
  5. Click Save.
  6. Click Finish to complete your email template configuration.

Continue to the next topic, What's next.