Add an Attachment to an E-mail

Use the Attach button on the E-mail Message toolbar to attach files, links, etc. to e-mails sent from within CSM.

To add an Attachment to an e-mail:

  1. In the E-mail Message window, click the arrow next to the Attachments button.
  2. Select attachments to add to the e-mail message and send the e-mail.
From Records

Open the Define Rules for Attachments window and select criteria that defines which attachments to include in the e-mail. This is useful if the Action is run against records that contain multiple attachments.

Note: File Attachment rights control the Attachment operations that can be performed in CSM.
  • All Attachments/Files: Select this radio button to include all Attachments/files from the selected Business Object/directory.
  • First: Select this radio button to include the first defined number of Attachments/files from the selected Business Object/directory. Then, provide a number or use the up/down arrows to increase/decrease the number.
  • Last: Select this radio button to include the last defined number of Attachments/files from the selected Business Object/directory. Then, provide a number or use the up/down arrows to increase/decrease the number.

    Note: If First or Last is selected, Attachments/files are sorted in alphabetical order if they are from a directory, and by the order of appearance on the Business Object's Attachment Bar if they are from a Business Object.

  • Include Attachment/File: Select this check box to include Attachments/files based on file masks (include Attachments/files that contain certain characters, words, file extensions, etc.). Then, specify the file masks, using semicolons to separate each mask.
  • Exclude Attachment/File: Select this check box to include Attachments/files based on file masks (include Attachments/files that contain certain characters, words, file extensions, etc.). Then, specify the file masks, using semicolons to separate each mask.
  • Minimum Size: Select this check box to include Attachments/files that are of a minimum defined size. Then, provide a number or use the up/down arrows to increase/decrease the number. In the drop-down, select kilobyte or megabyte.
  • Maximum Size: Select this check box to include Attachments/files that are of a maximum defined size. Then, provide a number or use the up/down arrows to increase/decrease the number. In the drop-down, select kilobyte or megabyte.
From Current Record

Add Attachments from the current Business Object Record. It opens a sub-menu that lists the items attached to the current Business Object Record.

Note: This option is only available if sending an e-mail from a Business Object Record that contains Attachments.

Attachment Manager

Add Attachments from the Attachment Manager.

Note: This option is only available in the Desktop Client.

Browse Add files from a computer as attachments.
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