Add a file to an email

Send a file to a requester or agent by attaching it to an email.

Before you begin

Role required: email_composer

Procedure

1. Open an email draft.
2. Attach a file using one of the following methods.

   Method	Procedure
   Attach a file from your computer	Select attachment icon () in the record or select Attach file from the Compose Email page, and then select From computer. 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.
   Attach a file from the related record	Select the attachment icon () in the record or select Attach file from the Compose Email page, and then select From record. On the window, select the files to attach. Select Add.

What to do next

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.