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Attach files to care templates

Include instructions, images or consent documents with your pre-care and aftercare messages.

Table of Contents
  • Go to Setup, Templates, and open the email.

  • Click Attach files.

  • Choose Upload files, or pick an existing file with Search files.

  • Click Save changes.

Attachments go out with every copy of the message. The Attachments column shows what each template carries.

Up next

Next, read Use community templates.