You can add multiple attachments of several different types to your email.
In these instructions, we are using the Attachment option, which allows you to attach any file that doesn't fit under the other three types (Report, Letter Template, or Calendar Invitation).
Under the Email's Attachments tab, click the New button and select Attachment from the drop-down list.
Figure 222: Selecting Attachment Type
The Attachment window opens.
Figure 223: Email Attachment Edit Form
Storage Type
From the Storage Type drop-down, choose whether the attachment is:
•Linked
•Embedded
•Internal
Linked
The Linked option records only the link to the attached file, while the actual file is saved outside of EventPro, typically on your network.
The advantage of linking attachments is that it takes up much less database space than embedding files. However, you need to ensure that users are able to access those files on the network, and that you don't move the files around, breaking the link path.
NOTE: Linked Storage Type is only available for Local/Network Installed (On-Prem) EventPro. It is not available for the EventPro Cloud application.
Embedded
The Embedded option will store the file within EventPro.
While it eliminates the concern about broken links or moved files, embedding files can use up a lot of space in your database.
Internal
The Internal option allows you to choose from the Internal Documents organized in the Document Management area. Review the topic Internal Documents.
If the email is linked to an Event, you will also be able to attach internal documents stored under the Event's Documents tab.
Document (Embedded)
If you select the Embedded storage type, click the ellipsis next to the Document field.
In the Open window, select the document you want to use, and click Open.
Figure 224: Selecting Embedded Attachment
Linked File (Linked)
If you select the Linked storage type, click the ellipsis next to the Linked File field.
In the Open window, select the document you want to link, and click Open.
Figure 225: Selecting Linked Attachment
Internal Document (Internal)
If you select Internal, you will be able to choose an attachment from:
•Internal Documents
or
•Event Documents (only if the email is attached to an Event)
Internal Documents
These are the files you added under Document Management. Review the topic Internal Documents under Document Management.
Figure 226: Selecting Internal Document Attachment
Event Documents
These are files stored under the linked Event's Documents tab, if any exist.
Remember, this email must be attached to an Event in order for the Event Document field to appear.
Figure 227: Selecting Event Document Attachment
Description
A Description will default in for the Attachment - whether Embedded, Linked or Internal - but you can edit it as required.
Reference
A Reference will also default in, but you can choose a different one from the drop-down, which is populated by the options created under EventPro Setup > Communications > Communication References.
Figure 228: Selecting Communication Reference
When you are done with the Attachment window, click Save and Close to return to the Email edit form.
Figure 229: Email with Attachments
Next: Auto Attach Documents
