Setting For Storing Attachments With Outgoing Emails

Introduction

Note: This feature is available in e2a version 3.4917.0 and onwards
 
We have introduced a new feature named Store Attachments In under e2a Global Setting | Outgoing Emails for storing attachments with outgoing emails. Store Attachments In is a dropdown field having three possible values, e.g. Files, Attachment Object and Both.

Use Cases

Use Case 1: Storing Attachments with Outgoing Emails In Files

In this case, Store Attachments In will store attachments with outgoing emails under Files object. The steps that will make this functionality possible are as follows.

  1. Go to e2a Global Settings tab and Click Edit.
  2. Under Outgoing Emails section, please select Files in Store Attachments In dropdown.
  3. Click Save.
  4. Now, go to an object record and compose a new email with Attachment(s) using an e2a email related list and click Send.
  5. The Attachments with outgoing emails should appear at the bottom of e2a Email detail Page (as can be seen from screenshot below) and also in Files related list of the respective object record e.g. If an email is sent from Lead, then the attachment will appear under Files related list of the respective Lead as well.

Use Case 2: Storing Attachments with Outgoing Emails In Attachment Object

In this case, Store Attachments In will store attachments with outgoing email in the Attachment Object. Please follow the following steps to store attachments in Attachment Object.

  1. Go to e2a Global Settings tab and Click Edit.
  2. Under Outgoing Emails section of the global setting, please select Attachment Object in Store Attachments In dropdown.
  3. Click Save.
  4. Now, go to an object record and compose a new email with Attachment(s) using an e2a email  related list and click Send.
  5. The Attachments with outgoing emails should appear at the bottom of e2a Email detail Page (as can be seen from screenshot attached with Use Case 1 - Point 5).

Use Case 3: Storing Attachments with Outgoing Email In Both

In this case, Store Attachments In setting will store attachments with outgoing emails in both Attachment and Files objects. Please follow the below-mentioned steps if you want to store the attachments with outgoing emails in both Attachment and Files objects.

  1. Go to e2a Global Settings tab and Click Edit.
  2. Under Outgoing Emails section, please select Both in Store Attachments In dropdown.
  3. Click Save.
  4. Now, go to an object record and compose a new email with Attachment(s) using an e2a email  related list and click Send.
  5. The Attachments with outgoing emails should appear at the bottom of e2a Email detail Page (as can be seen from screenshot in Use Case 1 -  Point 5) and also in Files related list of the respective object record, e.g. If an email is sent from Lead, then the attachment will appear under Files related list of the respective Lead as well.

And that's it for use cases of storing attachments with outgoing emails. You are now ready to use this functionality.

 

Please contact us at support@ortooapps.com for any questions.

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