How to Attach Files and Edit the Subject Line in Emails

How to Attach Files and Edit the Subject Line in Emails

Users can set the subject of the email while creating the email template. However, if they wish to edit the subject line later, this can be done through the "Attachments & Subject" menu.

1. Navigate to the "Attachments & Subject" menu. 



2. At the top, you will find the option to edit the subject line. 


3. Click the Edit button, and a modal will appear where you can enter the new subject line. 



4. Enter the desired subject line and click Save to apply the changes.

How to Add an Attachment to an Email

To attach a file to your email, follow these steps:

1. Go to the "Attachments & Subject" tab.
2. At the bottom, click the "Add Attachment" button. 



3. A modal will appear, offering two options for attaching files:
  1. Choose a Print Template
  2. Upload a File from Your Computer


1. Choosing a Print Template
Users can attach a document template available within the system to their email by selecting the desired template from the list
provided.  



2. Uploading a File from Your Computer
You can either drag and drop a PDF file directly into the attachment area or click to browse and select a file from your computer.
Once the file is attached, it will be included in the email you are designing.



VIDEO DEMO:
​

    • Related Articles

    • Triggering Emails Through Excel Uploads

      The system offers a straightforward way for users to trigger personalized Emails by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. It streamlines the ...

    • Adding Charts to a Document

      In Perfect Doc Studio, during the document design process, users are provided with the functionality to incorporate charts for presenting data in a visually precise manner. Typically located within the creative elements section of the Creative Block ...

    • How to Create, Edit and Delete Teams

      Team management in Perfect Doc Studio is simple and efficient. You can create multiple teams and assign users to them, allowing for precise access control. Team Creation: 1. Click on the "Admin Configurations" section in the left-hand menu. Note: ...

    • Creating Rule-Driven Emails Based on Business Logic

      Rule-driven emails are automatically generated or populated by applying predefined business rules and logic. These rules are tailored to meet the unique requirements and workflows of a business, ensuring that the generated emails conform to the ...

    • How to edit a user's roles and permissions in the system?

      To edit a user's details in the team, click the three-dot button next to the user's name. This will show two options: one to edit the user's details and another to delete the user from the system. 1. Click the "Edit" button, and a modal will appear ...