FILES: File Attachments

Where can I use File Attachments?

Invoices, Estimates, & Proposals - Need to attach a File to an Estimate, Invoice, or Proposal? No Problem! Attaching files is super easy from the Admin side and the files are then available on the Client-side for the Client to view and/or download. For entities that can be 'converted' like Estimates, Proposals & Work Requests, the attached files are automatically carried over into the new entity to maintain continuity

CLICK HERE for more info on File Attachments in Office

Email Campaigns & Drip Sequences - Many email clients have a limit on the size of file attachments that they'll allow, but we have an ingenious solution for this! When File Attachments are used in a scenario that attaches the file(s) to an outgoing email the files are attached BUT we also create a direct download link for each file and display them in the footer of the email so that the files are still available to easily download.

CLICK HERE for more info on File Attachments in Marketing

Secure Messaging - When you are sending a Secure Message, you have the option of attaching one or more Files to your Message. The File(s) will be available for preview/download directly in the Secure Message thread. Files attached to an outgoing Secure Message will be attached and delivered directly via email notification if your account has "Convenience Mode" enabled. Many email clients have a limit on the size of file attachments that they'll allow, but we have an ingenious solution for this! When File Attachments are used in a scenario that attaches the file(s) to an outgoing email the files are attached BUT we also create a direct download link for each file and display them in the footer of the email so that the files are still available to easily download.

CLICK HERE for more info on File Attachments in Secure Messaging

File Upload Notifications - When you or a Contact uploads a file to a Shared Folder, Project Files or Client Files you can enable these files to be automatically attached to the Email Notification. Email notifications must be enabled to send for these file attachment settings to take effect.

CLICK HERE for more info on File Attachments in File Upload Notifications

Can I download files as a ZIP file?

If more than 5 files are attached to an entity (Estimate, Invoice, Proposal, Document, Message, etc.) the platform will automatically generate a ZIP file of all the attached files and offer that ZIP as an additional attachment to make life easier for the recipient. So, instead of needing to download each file individually, your recipient(s) (and you!) will be able to easily download the single ZIP file and then extract it to access all the files inside one nicely organized folder.

Coming soon: ZIP file functionality applied also to the email notification attachments.