When working on a casework email, you may find that you want to include an attachment. If you know you’ll want that same attachment every time for that same form letter, follow this tutorial to add an attachment to the email version of a form letter.
However, if you want to add an attachment to a customized email either to be used once or to attach any files that are already added to the case then follow these steps:
First add an email to a case by clicking the add email button at the top of the main case page. Then what you’ll need to do is to customize the email by clicking the blue ‘customize’ button to the right of the form letter.
Once you’ve created a customized, unique version of your email then you can add an attachment to just that single email in a few ways. One way is to click the add attachment button at the top of the email activity page.
Once you click that button an attach files window pops up. That windows shows any files that are already attached to the case in the ‘Files on Case’ section. To attach them to the email just click on the name of the file where it will move from the top ‘Files on Case’ section to the bottom ‘Files to Attach’ section.
You can add new files not on the case using the same steps to add a file to a case. You can either drag and drop files onto that page or click to upload files to attach. Additionally you can simply drag and drop a file onto the edit email activity page for a customized email to queue it up to attach to the email.
Once you’ve added all the files that you’d like to attach to the ‘Attach Files’ popup, click the blue ‘Attach Files’ button in the bottom right hand corner to attach the files in the bottom ‘Files to Attach’ box to your email.
Important things to note
The house email system will not let you send attachments over 19MB, so the maximum file size for all attachments is set as 19MB. If your attachments exceed that limit you’ll get an unexpected error page when trying to send that email.
Files that are attached to an email will only get added to the case after the email has been sent. This includes files that are attached to the email version of form letters as well.