Skip to main content
All CollectionsTips & Tricks
Adding a file to an email
Adding a file to an email

If you are issuing documents and want to add another file - here is how ...

A
Written by Annelli Bradbury
Updated over 3 weeks ago

If you are sending documents to a client and you want to add one that hasn't come up automatically, here is the way to do it:

  • Go to "Issue Policy Documents to Client" and Issue Documents

  • On the email, press Attach File(s)

  • This will take you to All Files that are associated with that policy.

    Select the document you want to send

  • Then press "Attach Selected" and then you can send the email to the client.

    Still Struggling?? How to get in touch:

    Telephone help : +44 (0) 1403 885 737

    Email help: [email protected]

    BrokerCentral Live Chat

Did this answer your question?