Including attachments with outgoing email


Attachments are sent with an email using the AR System Email Messages form and the AR System Email Attachments form. The AR System Email Attachments form stores attachments for incoming and outgoing emails. It also stores attachments for templates, such as a graphic for an HTML template. The system associates the attachment with a specific email in the AR System Email Association form.


Important

Having a large number of records in the email messages and email attachment forms might degrade the performance of the Email Engine.

To add attachments to your email

  1. In the AR System Email Messages form, click the Attachments tab.
  2. Select Outgoing mailbox.
  3. Click Add Attachment to open the AR System Email Attachments form.
  4. Select Email from the Type list.
  5. Right-click in the attachment pool and choose Add from the menu.
  6. In the Add Attachment dialog box, navigate to the appropriate location and open the file.
    The file is added to the list of attachments. If you are using a Windows system, you can also drag and drop a file into the attachment pool.
  7. Enter a name for the Attachment in the Attachment Name field.
    23_3_AR_System_Email_Attachments_Form_add_att.png

    If you do not specify a name, the system will see the attachment by its file name and location. To change the name:
    1. Select the item in the attachment pool, and click the edit button in the Attachment Name field.
      The name of the attachment is displayed in the Attachment Name field.
    2. Edit the file name as needed.
  8. Click Save.

To add previously saved attachments to email

  1. On the Attachments tab of the AR System Email Messages form, click the arrow next to the blank field at the bottom of the pane.
  2. Select the attachment as shown in the following figure:

    23_3_Email_Messages_form_Attachments_Modify2.png
  3. Click the Add Existing button.
    Your attachment is added to the list in the attachment pool. 
    When you send or save your email, the email and the attachment are associated with the AR System Email Association form. The system will assign the association a unique ID.

To modify attachments

  1. Click the Attachments tab in the AR System Email Messages form.
  2. Select the attachment you want to modify.
  3. Click the Modify Attachment button to open the AR System Email Attachments form.
    23_3_Email_Messages_form_Attachments_Modify1.png
  4. Click Search to locate the attachment.
    The attachment appears on the attachment list.
  5. Modify the attachment as required. You can also modify the Attachment Name.
  6. Click Save to save your modification.

To delete attachments

  1. Click the Attachments tab in the AR System Email Messages form.
  2. Select the attachment you want to delete.
  3. Click Delete Attachment to open the AR System Email Association form.
    23_3_Email_Messages_form_Attachments_Delete.png
  4. Close this form.
  5. Click the Refresh Table button to refresh the table in the Attachments tab of the AR System Email Messages form.
    The attachment is deleted from the list.

 

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