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:
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