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nancy_burdzel
nancy_burdzel
Contributor ⭐️⭐️
May 22, 2018

Viewing attachments in templates created via email assist

  • May 22, 2018
  • 1 reply
  • 31 views
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.

      1 reply

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      May 31, 2018
      Hi 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.
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