Viewing attachments in templates created via email assist
We attach client facing documents to templates created via email assist. As a CSM, I want to be able to view these attachments in the template prior to sending the email, but cannot. The only way to see the attachment is to send a test email through Copilot. Our CSMs do not have access to Copilot. Would love it if CSMs could see attachments prior to sending the email to their client.
+1Hi Nancy, I agree we don't support previewing the attachment,we will definitely consider this as a new feature request.
As a workaround could you please use the "SendTestEmail".
Thanks for posting.
As a workaround could you please use the "SendTestEmail".
Thanks for posting.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.