Using attachments

You can add attachments to the document type. These attachments can be merged with the document or sent as a separate file.

For example, you can add a price list to your document, which will be merged with the document. Or a terms and conditions document can be added to the document as separate file.

You can define multiple attachments for one document type. Based on the outcome of an expression, the attachment will be selected. All attachments with a valid expression will either be merged into the document or added as separate file.

To add an attachment to your document type:

  1. Create a PDF file containing terms and conditions, and store it on your local PC.
  2. Start the Document Types (ttrpi2510m000) session, and select and open the RFQ document type.
  3. On the Parts tab, create a new part with these properties:
    • Description : Terms and Conditions
    • Destination Type : Email
    • Part Type : File to Attach
    • Relative Position : After
    • Order : 0
    • Separate File : No

    Save this record

  4. Select Upload File from the Actions menu.
  5. Select the newly created PDF file with the terms and conditions and click Open.
  6. Print and send the document and view the result.