TeamDesk Knowledge Base & Support

basenine 10/5/2011 6:19:46 PM

Again - collective unconscious... I was thinking the same thing yesterday. It'd be nice to send an email notification to a customer with an attachment - say, an invoice?

Cheers

Kirill Bondar  Staff  10/6/2011 5:57:03 AM

If you build the document via TeamDesk you'll likely need to have a sort of Print&Send option for documents.

Rick Cogley 10/12/2011 4:20:11 AM

I can see where this would be useful, too. If some document is better kept on the recipient's PC, an attachment is better than a link. Though mostly, we have had success sending links. In our case, it is mostly a PDF manual.

basenine 11/26/2012 9:37:32 PM

Dear TD team - has any more thought gone into this feature?

I'd love to be able to set up an automatic email notification with a protected document attachment rather than having to have the third party customer sign into TD (basenine) via a document link.

Kind regards - Brett

gerardo garcia 2/15/2013 12:24:05 PM

Even if the customer does not have to sign into teamdesk to retrieve the document (using the file attachment allow public access), customers are requesting to have the document attached to the email.

martin oliver 12/3/2013 11:56:22 AM

Hi, It would be handy to be able to send an attachment like recently added 'send document'

Slava Shinderov  Staff  2/26/2014 10:42:23 AM

Merged with:
700 - Workflow action - send attachment

Michael Ver Duin 2/26/2014 11:00:29 AM

I'd be happy to even have a limit on the size of the attachment, or a setable limit per account. The majority of my attachments are under 5mb. So for me, if an attachment is below 5mb I want it attached, but above 5mb I am o.k. with the link.

It was explained to me at one point that TD was worried about a workflow that might accidentally send a 100mb attachment to 1000s of emails. I'm also o.k. with a limit on the number of recipients. I only usually need to send to 1 or 2 emails.

It would also be cool to request read receipts that could trigger a record field that says it was received. OR to receive a reply from the email address it was sent to that would trigger that same 'received' status.

Nathan Phillips (CW) 3/16/2014 10:43:30 PM

I could really use the ability to send a File Attachment in something I'm working on now.

I'm also OK with limits. My files will probably be < 100 KB each. And only sent to 1 email address.

Kathryn Whitenton 2/1/2017 8:46:59 AM

Currently you can attach a Word document (or PDF) to an email but no other file types.
And inserting an attachment in an email creates a link that only works if the file is made public.

It would be helpful to be able to deliver other types (such as .ppt or .xls files) to email addressees, without having to make those files public for anyone with a link to access.

Slava Shinderov  Staff  2/1/2017 9:13:19 AM

Merged with:
1073 - Attach .ppt or .xls files to emails (not as a link but attached like a document)

cooper collier  6/29/2017 12:04:24 PM

This would be a huge improvement. As it stands I can email the record data in a pdf but any files saved in the record can only be presented as a link in the email. People expect emailed files to be attachments, it will not occur to them to click links to download the files.

Scott Miller 10/24/2017 4:12:43 AM

Would be good to see this implemented as links are often frowned upon/disabled which means implementing manual workarounds, which is counter productive.