When sending an Email merge out of Rex, you can add an attachment to the message. To do this:
- From the record, click Merge > Send Email
- Click Attach Documents
In the side pane you have 3 ways to add an attachment.
- Dragging and dropping into the grey Attached Documents box
- Click Upload File and select the file you wish to attach
- Click Attach Record Doc - Choose a document you have uploaded to the Documents tab on a Rex record
Please Note: When adding files that are attached to a Rex record, they will not expire. If simply adding files to the email by either uploading or dragging and dropping from your desktop, they are temporary and will only be accessible for 2 weeks.
Warning: Attaching files to bulk emails can put you at risk of being detected and marked for Spam. If sending to a large number of contacts, consider sending them a link to the file online instead.
