How to Attach a Document to a Parent Portal Email Template

Modified on Tue, Feb 27 at 10:44 AM

You can modify/attach documents to email templates via Parent Access>Setup>Email Template>Modify Template.


To attach a file do the following:

  1. Provide a name for the file. This is the name that will appear in the email message.
  2. Click the "Choose File" button to bring up a standard File Dialog. Locate the file to be attached to the template.
  3. Click the "Upload File" button to upload the file to Genesis and attach it to the template.
  4. Click "SAVE"

 

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