In my Personal Environment I'm trying to create an Excel spreadsheet and email it. I read about using Attach File to attach it to the email message, however I don't see an icon for Attach File as shown in the instructions. (see attached snip). Any suggestions as to how I can get the Attach File option to appear? Thanks!
Hi,
it's going to be visible in the preparation of the mail itself.
J. wrote:
If I'm understanding correctly (and as a newbie, I apologize if I'm not), then it should be visible in this screen, when I'm in Preparation. But it isn't showing up here either.
not the screen, the email.
when you create an email. an "email" will appear in the screenflow.
that's the one where you can add a prepartion and attach an attachment
Thanks for your patience, J. I'll give it a try.