How to attach Terms & Conditions to an email template.
FollowAutomate including your company's Terms & Conditions (T&C's)on any emails sent from Unleashed by attaching them as a default attachment on Unleashed's email templates.
Upload a default T&C's document to Unleashed
- Create and save a document detailing your company's T&C's externally to Unleashed (e.g. PDF format).
- From the main menu, go to Settings and select File Library.
- Click on Upload Files, in the top right corner of the File Library page.
- A pop-up window will appear, from which you will find the T&C's document on your device to select it for upload.
- The T&C's document will then be available to download from Unleashed and allocate to records, transactions or emails.
NOTE: The file due to be attached to your email must first be uploaded to your account's File Library. For more details, see File Library.
Automatically include T&C's on emails sent from Unleashed
- From the main menu, go to Settings, Company and select the Email Templates tab in the Company page.
- Select Attach File under the email template's Body field.
- If the T&C's have not been uploaded to your File Library, select Upload File.
- A pop-up window will appear, from which you will find the T&C's document on your device and select it for upload.
- A pop-up window will appear, from which you will find the T&C's document on your device and select it for upload.
- If the T&C's have already been uploaded to your File Library, select Browse Uploaded Files.
- A pop-up window will appear, from which you will find the uploaded T&C's document in Unleashed's File Library and select it to Attach.
- A pop-up window will appear, from which you will find the uploaded T&C's document in Unleashed's File Library and select it to Attach.
- Once uploaded or attached to the transaction's email template, the T&C's document will automatically be included as an attachment to any email generated from Unleashed for the transaction type.
- Repeat steps 3 or 4 for each transaction listed in the Email Templates tab, to automatically include the T&C's documents, when required.
NOTE: The file due to be attached to your email must first be uploaded to your account's File Library.
For more details on managing Email Templates, see Company.