The feature for adding attachments when sending a document by email continues to evolve, offering greater flexibility.
Adding attachments is no longer limited to files stored on your computer.
➕ Three ways to add an attachment
By clicking “Add an additional attachment”, you can choose from three options:
📄 From the contract
Select a document already available in the contract’s Attachments tab.
If no document is available, an informational message is displayed.
💻 From your computer
Opens the file explorer to upload one or more documents.
🗂️ From Docs
Opens the Docs file explorer.
The document’s domain is selected by default to make searching easier.
🔄 Automatic saving of attachments
When you add an attachment:
from your computer, or
from Docs,
the document is automatically saved to the contract’s “Attachments” tab once the email is actually sent.
This ensures centralized tracking of all documents shared by email.
📝 Summary
More possible sources for adding attachments
Automatic saving in the contract’s “Attachments” tab