Why are 'Insert Documents' from Compose Email not default filtered to parent Account?

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  • mudokai
    Junior Member
    • Nov 2025
    • 22

    #1

    Why are 'Insert Documents' from Compose Email not default filtered to parent Account?

    I have a handful of documents specific to an Account that I am composing an Email within the Entity. Why would it be giving me a list of ALL DOCUMENTS within the CRM by default upon inserting attachment? That makes no sense - how do I simply auto-filter by default to just the parent Account that I'm working within when creating the email?
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9527

    #2
    It does not filter by the current account because such a logic is not implemented. A semantically correct answer to the question.

    It was planned to introduce such a filter. Maybe configurable. There's no good straightforward solution to this issue.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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    • shalmaxb
      Senior Member
      • Mar 2015
      • 1796

      #3
      you could alternativetly create a formula to send these emails together with another formula, which attaches these specific PDF to the mail.

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