Adding an attachment to an email

You can attach files to emails you send from Alto. How you attach them depends on how you're sending:

• Sending an email from the email editor - attach files straight from your computer, or documents already stored on the record
• Emailing a letter - attach documents already stored on the contact, property or tenancy record

Attaching files when you send an email

When you send an email from the email editor, for example from a contact or with an email template, you can attach files from your computer as well as documents stored on the record.

1. Start your email. For more information, see Sending email and SMS messages to a contact or Sending a Templated Email
2. In Attachments, select Browse your Computer to attach files from your computer, or Browse Alto to attach documents stored on the record
3. Click Send

Attaching documents when you email a letter

When you email a letter, you can attach documents stored on the property, contact or tenancy record. To attach a file from your computer, upload it to the record first.

1. Create and edit your letter ready to email
2. Click Finalise 
3. Click Email
4. The Email window opens in a new browser window
   1. Click the Paperclip. The Document Browser opens
   2. Click the property, contact or Tenancy Documents row for a list of its documents to appear
   3. Tick the box to select the documents you want to attach
   4. Click Select
5. Attachments includes the letter, along with additional attachments selected in the step above
6. Click Send

• Related Help Centre articles that you may find useful.

  Uploading and organising documents

  Sending email and SMS messages to a contact

  Sending a Templated Email

  Adding an attachment to a letter template