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    Template Emails with Attachments

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    • M
      MarkW5689 last edited by

      It would be great to be able to automatically attach the documents from a task to an email template (where the email template includes a code to do so like a form field).

      For example, a filing receipt will automatically populate in certain tasks that were triggered by the receiving of the filing receipt from the USPTO. I would like to create an email template (for reporting) that automatically attaches the document from the task to the email and seem to be unable to do so currently.

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      • I
        IlanitA6044 @support_appcoll last edited by

        @support_appcoll- Has this already been implemented? If so can you point us in the right direction?

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        • support_appcoll
          support_appcoll last edited by

          This has been added to our project schedule. We will let you know this has been implemented. Thank you.

          • AppColl Support
          I 1 Reply Last reply Reply Quote 1
          • M
            mike_appcoll @AnnM9156 last edited by

            @AnnM9156 You can create template emails with attachments, or even attach documents for certain task types.

            https://support.appcoll.com/tasks/manage-email-notifications-associated-with-task-types

            If you would like to set up a meeting with our support group, they can show you how to do this quite easily.

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            • A
              AnnM9156 last edited by

              Yes, my attorney is asking for a copy of the office action/document attached to an email notifying him that we received the doc. I'd like to be able to set up an email that send him a copy of the document automatically when we receive it.

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              • S
                SadiqA2304 last edited by

                Further to this, I'd like form letters to be able to be automatically added to a task when the task is generated.

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