Specify the Attachments

The Attachments tab enables you to specify any attachments that you want to insert with your mail message.

You can insert two types of attachments:

•

an iProcess memo

•

an external file

Inserting an iProcess Memo as an Attachment

To insert an iProcess memo, drag the memo field you want to insert as an attachment from the Available Case Data Fields box to the Field contents as attachment box. The memo field is inserted in the mail message parameter in the following format:

%memo%

At run time, the resulting email message produced by this step has an attachment named memo.suffix, where:

•

memo is the name of the memo field

•

suffix is .htm if the memo contains HTML, or .txt if it does not.

Inserting an External File as an Attachment

To insert an external file, either:

•

drag the iProcess field from the Available Case Data Fields box to the File attachment box. The iProcess field is inserted in the following format:

%fieldname%

where fieldname is the name of the iProcess field. At run time, the field value is retrieved (for example, c:\temp\file.txt) and this file is attached to the resulting email message.

•

type the pathname to the external file you want to insert as an attachment directly (the pathname must be relative to the machine on which the iProcess Email Server is installed) or use the Browse button to browse to the location of the file.