Attach Documents to Email

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In the same manner that external files can be attached when sending an email, documents that are stored within Jim2 can also be added in a number of ways.

 

Attach documents to an email

Create a new email, and choose Select Document.

selectdocument

The Document Select screen will appear.

docselect

Select one or more documents (by multi-select), then select OK.

Compose the email message, then select Send.

 

Attach a document as a link

Rather than attach an entire document to an email, a link to that document can be inserted. To do this, the document must have a URL that points to a copy of the document located somewhere on the web, and be flagged as Email as Link.

 

emailaslink

 

The document will be added as the document name with a link to the URL. Not only does this reduce the size of the email, and possibly reduce the chance of the email being flagged as spam, but it will also reduce the size of the Jim2 database.

 

linkdocument

 

Attach a document via related email

From within an object, select Related on the ribbon, then attach documents that are only related to that object, ie. only the documents that are stored in the Documents tab of that object will appear.

 

docrelated

 

Other documents can still be selected from Jim2 Documents if desired.

 

Ranking documents

Jim2 automatically increases the email count (the number of times the document has been emailed) whenever a document is attached to an outgoing email. It also increases the document’s linked count whenever the document is linked to an object (job, quote, etc.). This provides an easy way to rank and identify popular documents.

 

Info

The linked and emailed count of each document is shown in two of the columns of a Document list, and in the footer of each individual Document record.

 

emailcount

In Document list

 

linkedemailed

In footer of Document when viewing

 

Quality

Since all documents are stored within the Jim2 database, the Jim2 backup file size will increase accordingly. See Database Size Maintenance for more information.

 

Further information

Email Overview

Before you begin

Email Security Overview

CardFiles and Emails

Email

Email Archiving

Email Editor Functions

Email Editor Rules

Email Lists

Email Macros

Email Macros Syntax

Email Options

Email Preview Pane

Email Rules

Email Tags

Email Templates

Email Tokens

 

Set Up Email

How to add a Jes Instance

Email Options

Email Setup

Set up Incoming Emails

Set up Office 365 Email Accounts (Incoming)

Set up Office 365 Email Accounts (Outgoing)

Set up Gmail Accounts

Set up Pop3 Email Accounts

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Create an email list

Set up SMS via Email

Set up and Use Gmail in Jim2

 

 

How to

Bulk Email from a List

Compose and Send Emails

Create a Job, PO or Quote from Email

Create a Link Within an Email

Delete an Incorrect Email Address

Delete Multiple Emails

Diagnosing Incoming Email Issues

Diagnosing Outbound Email Issues

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts

Failed Emails

Find Missing Emails

How Email 'From' Works

Link an Email to a Job, PO, Quote, etc.

Other Email Functions

Out of Office Message

Send and Receive Emails

SMS Via Email