Before You Begin
You must have a CRM workflow set up
For document attachments, files must already be uploaded to the Documents module tied to your Account or Opportunity records
For email template attachments, you'll need to create or edit an email template first
Attachment Methods Available
There are three ways to include attachments in CRM workflow emails:
Method 1: Auto-Generated PDFs
Workflows can automatically attach system-generated PDFs like VOBs (Verification of Benefits) or PAAs (Prior Authorization Approvals).
Method 2: Email Template Attachments
You can use an email template in your workflow that has documents already uploaded to it. These attachments become part of the template and will be included whenever the template is used.
Method 3: Documents from Records
Workflows can attach any documents that are stored in the Documents module and tied to the specific Account or Opportunity record that triggered the workflow.
Steps to Set Up Attachments
Using Email Templates with Attachments
Create or edit an email template in your CRM
Upload the documents you want to include as attachments to the template
Configure your workflow to use this email template
When the workflow triggers, it will send the email with the template's attached documents
Using Documents from Account/Opportunity Records
In your workflow email configuration, look for options to attach documents
Select the option to attach documents from the record's Documents module
Choose which documents tied to the Account or Opportunity should be included
Save your workflow configuration
Expected Result
When your workflow triggers, the email will be sent with the specified attachments included. Recipients will receive the email with the documents attached, whether they're from templates, record documents, or auto-generated PDFs.
Important Notes
Record-tied documents: Only documents already uploaded to the Documents module for that specific Account or Opportunity will be available for attachment
Template attachments: These are static files that become part of the template itself
Auto-generated PDFs: These are created by the system based on your workflow configuration