How to generate an Email containing an Attachment?

This feature is exclusive to our CoAction Communicate/Marketing clients. If you are not currently on one of those platforms but, would like to learn more, please reach out to support.

To create an email containing an attachment, you first need to save the attachment to your pc.

Second Go to the patients file, communications tab

Go down to the bottom of the page, and select the arrow to the right of "Send Communication"

Once the screen pops up:

Select Email Tab

Enter your Email Subject

Enter your content in the email body

Select "Add Attachment"

Select the appropriate file from your PC and hit OPEN to attach

Select Send Sparkpost

ALL SET!!