Sending contracts, invoices, menus, guides, or welcome documents by email should be quick and simple. With this CRM update, you can add attachments to emails using files already saved in your media library or upload new ones from your device, making everyday communication easier for your business.

📌 Why This Matters

If you regularly send the same documents to customers, re-uploading files every time can slow you down and create extra work. Having attachments available inside your CRM helps you stay organized, save time, and send important information faster when customers are ready to buy or book.

✨ What’s New

• Attach files from your media library: Choose documents and assets you already store in your CRM without having to upload them again.
• Upload files from your device: Add a new file directly from your computer when you need to send something that is not already saved.
• Less repeated work: Reuse common files like price sheets, forms, brochures, or onboarding documents in future emails.
• More flexibility: Pick the option that fits the moment, whether that is an existing file or a brand-new upload.

🛠️ How to Use It

1. Step 1: Open your workflow or email action inside the CRM.
2. Step 2: Go to the Send Email settings.
3. Step 3: Scroll to the attachments section.
4. Step 4: Choose either a file from the media library or upload one from your device.
5. Step 5: Save your email action and publish your workflow.

💡 Pro Tip

Keep your most-used sales and service documents in the media library so your team can send quotes, forms, and next-step info faster when a customer is ready to move forward.