Viewing attachments in templates created via email assist
We attach client facing documents to templates created via email assist. As a CSM, I want to be able to view these attachments in the template prior to sending the email, but cannot. The only way to see the attachment is to send a test email through Copilot. Our CSMs do not have access to Copilot. Would love it if CSMs could see attachments prior to sending the email to their client.
Userlevel 7
+1
Hi Nancy, I agree we don't support previewing the attachment,we will definitely consider this as a new feature request.
As a workaround could you please use the "SendTestEmail".
Thanks for posting.
As a workaround could you please use the "SendTestEmail".
Thanks for posting.
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