Adding attachments to emails allows you to send order forms, images, signed orders or other files to customers.

1. Click on the send email button in an Account, Order or Job.

2. Click on the Select Attachments button.

3. Select or upload what you would like to include and click Done Adding Attachments.

4. The attachments will be listed below the subject.

5. Click Send.

Accounts

When sending from an Account, you can include the following:

• Orders associated with the Account
• Other Attachments

Orders & Jobs

When sending from an Order or Job, you can include the following:

• Orders associated with the Account
• Other Attachments
• Images
• Signed order forms