Adding Attachments to Templates

Now you can send attachments using custom email templates you make in Agiliron. The attachments related to respective sales orders can be attached in the mail.

To add this new marker

  • Go to Settings -> Templates.

Click on Sales Receipt - Customizable.

Edit the Template Information.

  • Now under the Available Merge Fields section, in the Select Field Type, select Sales Order Fields from the dropdown list and in Select Field, select Add Attachments. The Copy Merge Field Value automatically gets generated.
  • You can copy and paste the merge field value in the email template below.
  • Once done, click on Save.