Attach Files: Difference between revisions

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The taskpane can be used within compose mode and when used in compose mode this exposes a new options menu item to allow users attach files from a given entity (for example an invoice or PO or contract stored in CRM).
The taskpane can be used within compose mode, when used in compose mode this exposes a new options menu item to allow users to attach files from a given entity (for example an invoice or PO or contract stored in CRM).
 
[[File:attachfile1.jpg]]
 
This opens a dialog and you click on the item to attach it
 
[[File:attachfile2.jpg]]
 
Clicking on the attachment icon will download the file and allow you review it before attaching it.
 
*Note that when this dialog is used from 365 it closes the dialog when you add a file

Latest revision as of 12:18, 2 September 2021

The taskpane can be used within compose mode, when used in compose mode this exposes a new options menu item to allow users to attach files from a given entity (for example an invoice or PO or contract stored in CRM).

This opens a dialog and you click on the item to attach it

Clicking on the attachment icon will download the file and allow you review it before attaching it.

  • Note that when this dialog is used from 365 it closes the dialog when you add a file