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Attaching Files from Storage in Emails

Attach stored files to emails via the paperclip icon. Only files marked visible to customer are sent.

Kolleno Support avatar
Written by Kolleno Support
Updated this week

When sending an email through Kolleno, you can attach files that have already been uploaded to the customer’s profile or invoices—no need to re-upload them each time.

How to attach files from storage:

  1. Open a new email.

  2. Click the paperclip icon (📎) at the bottom of the message.

  3. Select “Upload from storage”.

  4. A list of available files will appear.

  5. Tick the checkboxes next to the relevant files.

Important: Only files marked as visible to the customer will be available to attach.

Once selected, the files will be included when the email is sent.

If you're looking to attach the files automatically in Workflows, read how here.

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