Before You Begin
You must have documents already uploaded to your Account record
Access to the Account where your documents are stored
Understanding that current functionality may require alternative approaches
Current Process Limitations
The Documents module in Account records does not currently provide a clear method to:
Select multiple documents at once for email attachment
Attach documents directly to emails without downloading them locally
Use a "compose email" function within the Documents section
Available Alternatives
Option 1: Use Automated Workflows
For recurring document sending needs, consider setting up an automated workflow:
Navigate to Settings > CRM Settings > Automation > Workflows
Create a "Send Mail" action
Configure recipients and attach your documents through the workflow setup
Option 2: Manual Download and Attach
Currently, the most reliable method requires downloading documents first:
Go to your Account record
Click the Documents icon in the ribbon area
Download each of the 3 documents to your computer
Compose an email using your preferred email client
Attach all downloaded documents to the email
Send the email
Expected Result
Using the alternative methods above, you should be able to successfully send all required documents to your recipient, though the process may require additional steps compared to direct CRM attachment.
When to Contact Support
If you need to regularly send multiple documents from the CRM and the current limitations significantly impact your workflow, contact Dazos Support to discuss:
Potential feature enhancements
Custom workflow solutions
Integration options that might better meet your needs
⚠️ Note: This functionality gap has been identified and may be addressed in future product updates.