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KierstenKollins
Community Advisor
Community Advisor
October 14, 2024
Solved

Attaching Documents from Multiple Folders in Email Module

  • October 14, 2024
  • 2 replies
  • 884 views

Our team uploads documents into multiple project folders. I am looking for way to be able to pull in documents that live in multiple folders in an email. Is it possible to have an email look at multiple folders and attach the documents within them? Thanks!

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Best answer by Sven-atClient

Hi @kierstenkollins 

Without seeing specifics, here a general response: 

you can pull all documents of a project; in order to attach them you'll need to actually download the files. 

Why is that necessary as opposed to providing e.g. links to the docs, or better to the docs page of the project? 

 

How are you "sending emails" ?

2 replies

Sven-atClient
Sven-atClientAccepted solution
Level 3
October 14, 2024

Hi @kierstenkollins 

Without seeing specifics, here a general response: 

you can pull all documents of a project; in order to attach them you'll need to actually download the files. 

Why is that necessary as opposed to providing e.g. links to the docs, or better to the docs page of the project? 

 

How are you "sending emails" ?

KierstenKollins
Community Advisor
Community Advisor
October 14, 2024

Our project owners currently send emails manually to a group email with employees and not all of them are users of Workfront. We need the ability to attach documents that our owners are uploading into Workfront.

 

We are trying to automate these emails to be able to get the information from briefs out to our partners faster and remove manual efforts of the owner copying and pasting Workfront data into an email.

KierstenKollins
Community Advisor
Community Advisor
October 23, 2024