Can I add attachments to an email sent from the platform? (Sending Files, Attach Documents)

Modified on Tue, Mar 8, 2022 at 1:37 PM

It is possible to attach files to emails you are sending to investors.  You can do this on any email creation screen.  


As an example, we will walk through adding an attachment to a welcome email:

  1. Select Engagement from the left menu
  2. Click Email
  3. Choose Platform Emails
  4. Click Account
  5. Select New Sign Up
  6. Click the paperclip icon 
  7. Select a file from your computer
    • Hold the Ctrl key while clicking to select multiple files
  8. Click Send Email




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