Add a file to an email from the mini email composer

Send a file from your computer or related record to a requester or agent from the mini email composer by attaching it to an email.

Avant de commencer

Role required: email_composer

Procédure

1. Open a Workspace record in your instance.
2. Open an email draft by selecting the Email tab in Compose.
3. Facultatif : Attach a file from your computer.
   1. Select Attach file icon ().
   2. Select From computer.
   3. Select a file from your computer.
      You can select multiple files at a time. The system uploads the files simultaneously.

      Alternatively, you can drag files from your computer onto Workspace. You can't attach a folder.

4. Facultatif : Attach a file from the related record.
   1. Select the Attach file icon () in the record.
   2. Select From record.
   3. On the window, select the files to attach.
   4. Select Add.

Que faire ensuite

Optionally, you can hide or show attachments in your email drafts by selecting Hide attachments when not hidden and Show attachments when hidden. You can also perform additional actions by selecting the menu icon () next to each attached file:

• Download: Download the file to your computer.
• Rename: Rename the attached file. Only the first 100 characters of a file name are displayed.
• Remove: Remove the attachment from the email.