Attach Specific Document Types in email template
Because you are able to define each document type which is uploaded, I WOULD THINK that you can make an email template that attaches all documents labeled as user defined "Document Type" to an EMAIL TEMPLATE. IF you can add this feature it would make the process 100x easier.
ie If job status is set to follow up - send email template "follow up" Attach all documents with type as "follow-up documents"
Aaron Mickelson
shared this idea
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Josh commented
This would be incredibly helpful. I have email automations send out a Thank You email once the job's status is moved to Paid & Closed. If I could auto-attach all "warranty" documents to send out at the same time, would be wonderful. Documents such as the material warranty, company warranty, final 'paid' invoice, and other information we provide, is currently being sent via paperform or secondary email. Please make this a thing!
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I have automated emails that send out once I change a status to Paid & Closed. In those emails, I would love for it to auto-attach all "warranty" documents, which include registered warranty information, a saved final invoice, company warranty, and other documents that are all categorized as such.