Naviagate to the alert setup screen.
Select the alert you want to upload the attachment to.
Scroll to the Attachments section and click "+New attachment" to create a new attachment.
You can now add the details for the attachment:
File name - This will be auto added when you upload the document. The File name can be changed
Description / Instructions - A description for your admin team about the intended use of this attachment. This message is not sent to or displayed to the recipient of the alert
Upload document - Upload the document/s to be attached here
For specific entry - Specify for which Entity (i.e. Company) this document should be attached. This is usually left blank so it applies to all entities.
Note: Only set entity if actually required otherwise leave blankFor application template - Set the application template that for which this document should be attached to
Note: The application template must be set for the document to be attached as part of the notification email
To manage a pre-existing attachment, click on the row it is in.
You will now be able to edit its attributes.
