Vtiger Customization: Add Attachments to Workflow Emails

Currently, users cannot attach documents to their workflow emails.  We added this capability to a client’s Vtiger workflow and now, they can select a “Choose File” button or a “Browse CRM” button to attach files. The “Browse CRM” button lets you choose any document from Vtiger.

Contact us to learn more or for help with your Vtiger CRM!

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Interested in learning more? Let us send you an email.

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