Enclosures & Attachments
How they work with your Tasks
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How they work with your Tasks
Last updated
Was this helpful?
If you are editing a Task and click 'Add Item' a dropdown menu is displayed. For a task template type of 'Letter', this will display two items:
For a task template type of 'Email', instead of 'Add Item', you'll see an 'Attachment' button:
Selecting either Enclosure or Attachment will present this tab:
Description – enter a description of the Attachment or Enclosure
File – for Attachments enter the file path or select via the browse button
