How to add documents to an email

f you add documents from the  Document Manager they are visible and being received. I've documented the steps here for how to add documents this way, and how to verify that they are going through. Let me know if you aren't seeing my attachments.

1. click toggle doc manager from upper left

2. click document icon to attach item

3. click + to upload

4. Select doc and upload


5. click upload button when doc is visible

6. click Insert button

7. Preview and Send:

8. go to View Reports>Master Reports>Email Queue Report and filter to verify that attachment went through


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