Email Attachments

Email Attachments in BindHQ

NOTE: A user emailing out of BindHQ can upload attachments on the spot. The Email Attachments library in BindHQ is intended for documents that need to be available to all users for attaching to outgoing emails and may be used on a repeated basis.

Adding Email Attachments

Admins can access Email Attachments via Settings > Customization > Email Attachments > Browse, view & edit email attachments.

Click New Email Attachment to add a document to the library.

Complete the fields:

• Name

• Description (optional)

• Line of Business - Linking documents to a specific line of business makes them easier for the user to find when sending an email.

• Status - Mark inactive on email attachments no longer in use.

• Drag and drop or Browse Files to add a document

Once a file has been uploaded, a preview will display on the right. Confirm the document is correct, then click Save and Exit.

Editing Email Attachments

Once a file has been added to the Email Attachments list, it can be downloaded or edited from the list using the icons on the right.

Using Email Attachments

When emailing out, click Add Attachments, then navigate to the Document Library tab to view documents in the email attachment library, filtered by line of business.