Store external attachment file when emailing from GO

Super happy about the new functionality of being able to attach external documents to Emails from templates within GIFTS. This would be perfect with the following addition:

I would like the attached document to be saved/uploaded with the activity in GIFTS Online. Currently, the file name saves in the Notes field, with the Email text in the Long Notes. But the file itself isn't in there, nor can I add it manually (see screenshot below).

 

  • Guest
  • Apr 5 2016
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  • Nicole Cadby commented
    April 18, 2016 22:05

    In addition to this, being able to attach merged templates is almost nice, but we need to be able to edit the merged document!(like we had in Alta)  No matter how well the template doc is set up, almost every template form we send out must be edited, even if it is just a small punctuation fix from within a merge field. 

    So with the new functionality, it currently allows you to view the merged/attached document before you click on 'Generate Correspondence', but you cannot edit that document and send through the email. 

    So ultimately what we have to do is create the merged doc, open it, edit, save a copy to the computer files(outside of GIFTS Online)

    Then, open a new email, and click on the 'Browse' option for attachments, attach the edited doc from the computer, and then send.  Defeats the purpose of GIFTS Online saving docs in its own database, and not having multiple copies of files all over the place. 

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  • Mary Jo Harney commented
    April 05, 2016 21:49

    To be able to attached documents would be such a timesaver. I would love it if we could do that.

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