Email Templates | Attaching files

You can attach one or more files to an email template so every email based on the template includes a copy of the attachments. Files up to 3MB in size are sent as attachments; larger files are converted to HTML links for download and remain available for 30 days.

To attach a file to an email template:

1. Go to:

   • In Salesforce Classic interface: Setup > Administration Setup > Communication Templates.

   • In Salesforce Lightning Experience: Setup > Administration > Email > Classic Email Templates.

2. Select the Email Template Name:

   

   Sage People displays the Email Template Detail page.

3. Scroll down to the Attachments section at the bottom of the page and select Attach File:

   

   Sage People opens a separate Attach File browser window:

   

4. Select Browse to find and select the file, then select Attach File to attach it to the email template. Repeat to attach multiple files.

5. Allow time for all files to attach to the template. As files are attached, their names are added to the bottom of the window:

   

6. When all files are successfully attached, select Done.

   Sage People displays the Email Template Detail page. On refreshing, the Attachments section lists the files to be attached to any email based on this template: