When sending an email with an attached document that is uploaded, the document should be added to the records document list.

We send many of our amendment letters, etc. via email through BG, and often have to attach a revised budget form, etc. However, when we attach the file to the email, we then also have to upload the file into BG, because only the text of the email, and not the attachment, is added to the records Documents section.

  • Guest
  • Oct 20 2021
  • Attach files