Additional Files from file column
Attach extra files from your board’s file columns to your emails.
With the Additional Files from File Column feature, you can attach extra files from your board directly to the emails that are sent via DocExport. This gives you more flexibility when sharing documents with your team or clients.
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How to set it up?
Generate an item level document.
Click on 'Actions / Automation'.
Select 'Send via email to email address(es) in column: Select an email column'. The option will only show, if you select this action.
Under 'Advanced settings', you will now find the option 'Additionally attach files to emails from: file column'
In the dropdown, select the file column that contains the files you want to include.
When the action/ automation runs, the selected file from the file column will be sent as an additional attachement, alongside the generated PDF from DocExport.
Merging PDFs
If you prefer, you also have the option to merge both PDFs into one single file before sending. To do this, simply use the Merge function.
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