Enclosures & Attachments

How they work with your Tasks

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:

A Letter's 'Add Item' dropdown menu

For a task template type of 'Email', instead of 'Add Item', you'll see an 'Attachment' button:

An Email's Add Attachment button

Selecting either Enclosure or Attachment will present this tab:

A task's Enclosure details (very similar for Attachments)

Properties

Description – enter a description of the Attachment or Enclosure

File – for Attachments enter the file path or select via the browse button