Attach To eMail step

Use the Attach To eMail step to attach a document to an e-mail.

Note	Before you use an Attach To eMail step, you must use a Create eMail step to create the e-mail message.

Attach To eMail Customizer Window

Note	If the document to be attached resides in a database, you must use the Database steps to retrieve the document from the database before attaching it.

Note	You can use the Keyword Transform Document step to modify documents before attaching them. For instructions on using the Keyword Transform Document step, see the Keyword Transform Document Step.

Assign variables before you use the Attach to eMail step, using the Create eMail step. (See the “Create eMail Step” section on page 2-63.).)

The variable you use for the attachment can be a string or document variable, described as follows:

String—Use a string variable if you do not need to manipulate the document using the Document steps (for example, the Keyword Transform Document step).
Document—Use a document variable if you also use the Document steps to manipulate the attachment.

The Attach To eMail step has two branches:

Successful—The document was attached to the e-mail object.
Failed—The document could not be attached to the e-mail object.

The following table describes the properties of the Attach To eMail customizer window:

Attach To eMail Properties

Property

Description

eMail Contact

Contact variable that specifies the e-mail message to which you want to attach the document

Attachments

Information identifying the document you want to attach to the e-mail message

Name

Local variable

Document

Data Type Name for Attachment

Add / Modify (buttons)

Use these buttons to access the Attachment dialog box. Use the dialog to specify the following:

Local Variable—Choose a variable from the drop-down list that identifies the document you want to attach to the e-mail.
Data Type—Display only. Appears automatically in the Data Type box after you specify the Local Variable.
Name for Attachment—Specify a filename, including its extension.

Note

Most e-mail readers place the Name for Attachment text near an icon that represents the attachment. The extension you provide as part of the document name indicates to the user the type of document you attached. For example, “.doc” normally indicates that a document was created with Microsoft Word, “.wav” is an audio document, and so on.

When done, click OK.

Note	An entry can be directly edited in the table list by double clicking on it. To sort the entries, click on the column header.

Delete (button)

To remove a Local Variable, highlight a value in the list and click Delete.