This capability has been implemented within the Account, Contact, and Pipeline modules, allowing users to seamlessly send files as attachments via email.
Use Case: This feature empowers users to effortlessly share relevant files, fostering efficient communication and productivity.
Navigation:
- Navigate to the ‘Pipeline’ module.
- Select the desired deal card.
- Click on ‘Files’ and select the ‘Add File’ button.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/09/05143430/image4-2.png)
4.Once the file has been added, click on the “Send via Email” option.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/09/05143433/image1-3.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/09/05143432/image2-3.png)
5.Upon completion, the file will be automatically attached to the email.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/09/05143431/image3-3.png)
Note: Users can also utilize the same procedure within the Contact360 and Account360 modules, ensuring a consistent experience across various sections of the platform.