Attaching A Document To An Email

Attaching A Document To An Email

Overview  

BART allows you to add documents to emails both manually and automatically. This can be useful for attaching payment forms to Quotes/Invoices, or additional information to Trip emails.


Setup

1. Navigate to Gear > All Settings > Company tab - Company Settings
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2. Click on the Docs tab
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3. Click green +Add button
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4. Fill in Name of the Document and select a Folder, and add in a comment (optional)
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5. Click + Add New Document to select the file to upload
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6. Choose your file from your local machine
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7. After uploading, click the Email tab
 

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8. Choose to make the file manually available: 
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And/Or
Choose to automatically attach to an email type:

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9. Save the document
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10. Save the company settings
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Sending Document - Manually

1. From the email send screen, select the Docs tab
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2. Select the document(s) to attach
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3. Ensure "to:" field is populated, then click Send Email
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Sending Document - Automatically

1. After assigning a document to be auto-attached to an email, the attachment will appear in the Email Send windowmceclip19.png

2. Ensure "To:" field is populated, then click Send Email 
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Removing a Document

1. Navigate to Gear > All Settings > Company tab - Company Settings > Docs tab
2. Select Delete from the "hamburger" menu of the document to be removed
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3. To keep the document, but stop auto-attaching click Edit on the document
4. Click on the Email tab and uncheck the automatic email checkbox(es)
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5. Save the Document
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6. Save the company settings
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