How To: Add an Attachment to an Email Message Template

Modified on Tue, 19 May at 2:11 PM

Overview

This article guides you through the steps to include an attachment on an Email Message Template.

Setup Guide

TABLE OF CONTENTS

Overview
Setup Guide

Before You Start

Have the attachment file ready.

FORMAT: Any file format can be uploaded, however we recommend a PDF or JPEG / JPG as they can be opened without a special program.

SIZE LIMITS: Attachment size is limited to 2.5MB. Keep the attachment file size as small as possible.

STEP ONE: Upload the document to attach

1. Go to CONFIGURATION → E-MAIL ATTACHMENT STORAGE under the 'Communication Preferences' heading.

2. Click "Choose File", locate the document to attach and click "Upload".

Uploaded documents will appear in the document list.

STEP TWO: Attach the file to the message template

1. Go to ADMINISTRATION → EDIT MESSAGE TEMPLATES and click on the yellow edit folder on the email message template.

2. Scroll to the bottom of the screen and tick the box next to the attachment to be associated with this message template.

3. Click "Save Message Template".

Attachments will remain on the template until removed by unticking the box and saving the template change.

If changes need to be made to the attached document OR a new attachment needs to be added, untick the box for the attachment and repeat the above steps.

Attachments cannot be included on the Statement email message template.

Last updated 19 May 2026