Using the Files Repository for Email Attachments

One of the cool features of's email system is that it can permanently attach any file stored in the Files tab to an outgoing email template. This is a great time-saver for sending emails that will always have the same items attached, like pricing sheets or invoice forms.

To use this feature of the email system, upload any needed files into the repository first.

Release Notes

Find our most recent release notes.


Our community forum is coming soon.

Advanced Training Guides

Advanced training for the Lead Management Platform.

Have questions?

We're happy to help. An expert is just a phone call away.

(866) 593-2807

Mon-Fri 6-7 MST

Back To Top

© 2004–2014, Inc. all rights reserved. Use of the service and this Web site constitutes acceptance of our Terms of Use and Privacy Policy. technology is protected by the following United States Patents: 8078605, 8325738, 8352389, 8510382, 8566419.