Associate attachments with a letter template

Using the Manage Assets user interface, you can associate a letter with attachments.

Follow these steps to associate attachments with a letter template:

  1. Create a new letter or double-click a letter template in the Manage Assets UI to open it for editing.

  2. Select Attachment View from the view drop-down menu.

  3. Specify a suitable value in the Max Number of Attachments field.

  4. Select one or more available attachments from the Attachment Library in the right pane and click Insert.

  5. Mark attachments as Mandatory (*) or Preselected (), as necessary.

  6. Click the (Library Access) icon if you want agents to have access to the attachment library at runtime.

  7. Click the Lock Order icon if you want to maintain the order of attachments.

  8. Click Done.

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