Automatic Template attachment to emails

Created by Martin Parkinson, Modified on Tue, 04 Jul 2023 at 12:39 PM by Martin Parkinson

Automatic Template attachment to emails

From version (and later) a new set of MERGE fields have been added to the Template Editor.

This means that it is now possible to create email templates that automatically attach certain documents
from the Candidate, Client or Vacancy record to the email.


As an example, any of these documents, could be automatically be attached to an email


For more information about the new Document Attachment merge fields, click HERE

For information about creating email templates, click HERE.


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