Documents - send by mail

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  • Maximus
    commented on 's reply
    Hi,
    I believe yes. But you need to compose the email via the Formula script.
    - https://docs.espocrm.com/administrat...formula-script
    - https://docs.espocrm.com/administrat.../#extemailsend

    In the script, you need to specify the document file ID in the 'attachmentsIds' parameter.

  • dreginald
    replied
    Is it feasible to write a workflow to attach related Documents in a Sales Order or Quotation and send by Email?

    Leave a comment:


  • wtconseil
    replied
    up

    do you think it could be possible to send Documents directly from "Documents" view?
    (and select multiple documents that should be send by email)
    but i think it's not quite easy... because if files are big, we should prepare an archive.. and send a link going to an Entrypoint to open these temp-archive... :-(

    Leave a comment:


  • wtconseil
    replied
    do you think it could be possible to send Documents directly from "Documents" view?
    (and select multiple documents that should be send by email)
    but i think it's not quite easy... because if files are big, we should prepare an archive.. and send a link going to an Entrypoint to open these temp-archive... :-(

    Leave a comment:


  • wtconseil
    replied
    Yep, i know that i can attach a document "from Documents" when composing an email

    but it could be great to be able to do the same, directly from "Documents" section... adding an option to the dropdown list after selecting a document
    => then, launch the "compose an email" window, with the selected documents directly seen as attachment

    Leave a comment:


  • yuri
    replied
    FYI There is an ability to attach Document while sending email.

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  • wtconseil
    started a topic Documents - send by mail

    Documents - send by mail

    using "Documents" view, it could be great to open a document from a folder and send it by mail as attachment to a "contact" directly :-)
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