Template Emails with Attachments
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.
IlanitA6044 last edited by
@support_appcoll- Has this already been implemented? If so can you point us in the right direction?
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
mike_appcoll last edited by
@AnnM9156 You can create template emails with attachments, or even attach documents for certain 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.
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.
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.