Do you want to attach documents to certain email templates? Utilize Avionté's SMTP feature to easily use email templates with a document saved to them! No more remembering which document needs to go with which email.
- Click here for information on Viewing and Sharing Email Templates
- Click here for information on Email merge fields
Setting Up SMTP Settings
Log into Avionté and go to Utilities -> Custom SMTP Settings. This is where you’ll enter the settings for your email service provider’s SMTP server.
Attaching Documents to Templates
- Open Utilities > Email Template Editor
- Click Create New or Edit an existing template
- Click Upload Documents to attach files to this template.
- Click Create or Save
Load in your template when sending an email and the document will automatically be attached!
Email Attachments & Activities
Attachments cannot exceed 3 MB combined. Therefore, if there is more than one attachment, the file sizes cannot exceed 3 MB when added together.
It's important to note that emails that are sent with attachments from within Bold to talent will NOT have attachments appear on a talent’s activity log. If an email has more than 3 attachments, the system will still send all of the attachments without any error or issue. The attachments still do not appear in a talent’s activities in Bold.
Emails sent from outside of Avionté (Outlook or Gmail) will successfully send to the talent, but will only log the first 3 attachments on the talent’s activity log. However, only Word documents and PDFs will appear as attachments on a talent’s activity log. Image files and other file types will not appear.