Use attachments from document lines while sending emails

Important

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Enabled for	Public preview	General availability
Users, automatically	-	Jun 2, 2023

Business value

Adding attachments from source document lines makes it easier to provide more information or clarification to customers or suppliers about the order details, such as requirements, guidelines, instructions, or terms. It also enhances customer satisfaction and loyalty by showing professionalism and transparency while improving communication and collaboration in the order fulfillment process.

Feature details

When adding attachments to email you are sending, you can easily include files from document lines by choosing Add file from source document on the Email editor page.

Select OK on the Related Attachments page to add the selected attachments to the email you're drafting.

You can review the attachments included in the email draft and their file size in the Attachments part of the Email editor page.

Note

Adding attachment from Source will list attachments while drafting email from documents that support adding line attachments.

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See also

Send Documents and Emails (docs)