Adding Attachments to Emails

GivingData's integrated email functionality (available at the Pro and Enterprise tiers) allows users to add attachments.

In the Send Email modal, users can attach documents to emails for the following entities:  Organizations, Requests, Payments, or Requirements. 

Any Documents on the corresponding record that are not Super Docs can be selected to attach to the email.

Due to the capacity of the system, if the total file size of all attachments is greater than 10MB, an error message will be displayed and the email will not be able to be sent. If an attachment needs to be removed, the User may do so by clicking on the X to the right hand side of the Document’s Title and Filename. 

When the email is successfully sent from any record type, a green pop up will appear notifying the user.

For additional information on sending emails from GivingData, please see this article.