Question

How to add a document as an attachment on an email

I'm trying to add a document to an email as an attachment in a business process using the Send Email element. 

 

The document is added as an attachment on our Admin account user's contact record. I thought I would be able to pull the attachment ID and use it in the process but it's not working.

 

Wondering how I can attach a PDF to an email within a BP.

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Use the Process File element in the process to read the file. This is what you can use to attach to the email. See https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/process-file-element

Ryan

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