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How to Add Attachments to Action Emails
How to Add Attachments to Action Emails

Keywords: add attachments to email, add attachment, add attachment to action email

Jess Flake avatar
Written by Jess Flake
Updated over a week ago

Adding attachments to action emails in Spectora allows you to include important documents, resources, or additional information directly in your communication with clients and agents. Whether itโ€™s a pre-inspection notice, a detailed checklist, or any other file, attaching documents to your action emails ensures that recipients have all the necessary information at their fingertips.

In this article, we'll walk you through how to easily add attachments to your action emails, enhancing the value and effectiveness of your automated communications.


Creating Attachments for Emails

In this section, we'll walk through how to create attachments for your Actions emails.

๐Ÿ’ก Quick tip: Click on the video above to expand it in another window.

  1. Click "Actions"

  2. Click on an actions group to open it

  3. Click the "Details" box to the right of the email you want to edit

  4. Click "Set up attachments here"

  5. Click "Add Email Attachment"

  6. Enter a name for your attachment (this is a client-facing name)

  7. Click "File" to select your document from your computer files

  8. Once you've selected your file, click "Save"


Adding Attachments to Your Action Emails

In this section, we'll show you how to add the created attachments to your emails.

๐Ÿ’ก Quick tip: Click on the video above to expand it in another window.

  1. Click "Actions"

  2. Click on an actions group to open it

  3. Click the "Details" box to the right of the email you want to edit

  4. Click the "Attachments" box to open a dropdown menu

  5. Select which attachments you would like on the email by checking the box to the left of the attachment name

  6. Once you've selected your attachments, click "Save"


If you have any questions or feedback, write into our chat bubble or email support@spectora.com!

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