Adding an attachment to an email

Alto uses its own word processor to create and send letters. Whilst you are creating a letter, before you send it as an email to a contact, you can add an attachment to it.

 Note

All documents need to be uploaded into either the Contact, Property or Tenancy before they can be attached to an email
For more information on How to upload documents to a contact, click here

To add an attachment:

  1. Create and edit your letter ready to email
    For more information on how to Create and send an ad hoc letter, click here
    For more information on how to Create and send an event driven letter, click here
  2. Click Finalise 
  3. Click Email
  4. Email displays in a new browser window
    1. Click the Paperclip to select the attachments
    2. Click on either the Property and/or Contact for a list of attached documents to appear
    3. Tick the box to select the documents to want to attach
    4. Click Select
  5. Attachments includes the letter, along with additional attachments selected in the step above
  6. Click Send 

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