Hi all, hopefully easy one - is there a way to send an existing attachment on a transaction with an email, without having to re-attach in the email window or hunt through the File Cabinet folders? Hopefully a checkbox or link that I'm missing.. 🙂

No direct way exists to link transaction attachments to emails. You need to download them from the transaction's Files tab and attach them again manually. Alternatively, you can use a workflow or script to automatically copy important attachments to a standard File Cabinet folder. This makes them easier to find while composing an email.

Well that's a bummer! Thanks for the response - much appreciated