Can I attach files to email templates so I don't have to add it every time I send one? Follow

Working with email templates can be a great way to save some time composing emails or answering repeated requests. 

In Salesmate Files cannot be directly attached in email templates, but you get options to attach raw files while selecting the email template to send an email.

Option - 1 

Salesmate offers (DMS) Document Management System, which can be used to store files and use it within different sources like emails, notes etc to be shares as hyperlinks for easy access.

Help Link - Click Here

A Document Management System (DMS) in Salesmate provides a centralized place to store, organize, and share documents like PDFs, PPTs, and Word files. Users on Pro and above can upload documents, share them with contacts, and track how many times they were viewed. The DMS helps maintain organized, secure, and easily accessible content while giving visibility into customer engagement with shared documents.

How to Add Documents

To add documents,

• Navigate to the More Icon from the left sidebar
• Click on Documents
• Head over to the Upload option to add a new document

Option - 2

You can use Dropbox, Google Drive, or any other file hosting services for uploading common files to templates.

Here are some more details about it: https://support.salesmate.io/hc/en-us/articles/115003930251-Why-can-t-I-attach-a-file-to-an-email-template-