Add Attachments to Email Templates

Overview

Updated 03/17/2022

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
Attaching Documents to Templates
Email Attachments & Activities

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. 

• Click here for more information about setting up SMTP

Attaching Documents to Templates

1. Open Utilities > Email Template Editor 
2. Click Create New or Edit an existing template
3. Click Upload Documents to attach files to this template.
4. 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.