We're looking for a way to link a document that is loaded into Creatio in an email template that is sent.
For example, a contract is uploaded into the Attachments section of an Opportunity. The Opportunity is won, and a notification email goes out to specified users. The email includes information from the record, but also a link to the document within the Attachments section.
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Hello Susan,
Your business task can be achieved via custom business process. You'd need to use [Process file] and [Send email] elements to achieve this business task.
More detailed information about these elements can be found on our Academy:
https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…
https://academy.creatio.com/docs/7-17/user/bpm_tools/process_elements_r…
Best regards,
Anastasiia