Add Attachments to Email

You can attach one or more files to an email message.

To add attachments to an email in the CSM Browser Client and CSM Portal:

Open the email message window (example: E-mail > Send E-mail).
Select Attach > Attach a file in the Record toolbar.
Select Select Files.
Navigate to the file(s) and select or multi-select (CTRL+Shift) the file(s) you want to attach.
Select Open or drag and drop the file(s) onto the File Upload dialog.
Once the file(s) have finished uploading, select Submit.
Finish composing the email and send.

To add an attachment to an email in the CSM Desktop Client:

Select Attachments on the E-mail Message toolbar to attach files, links, etc. to e-mails sent from within CSM.

In the E-mail Message window, select the arrow next to Attachments.
Select attachments to add to the email message and send the email.

From Records	Open the Define Rules for Attachments window and select criteria that defines which attachments to include in the e-mail. This is useful if the Action is run against records that contain multiple attachments. Note:File Attachment rights control the Attachment operations that can be performed in CSM. All Attachments/Files: Select this radio button to include all Attachments/files from the selected Business Object/directory. First: Select this radio button to include the first defined number of Attachments/files from the selected Business Object/directory. Then, provide a number or use the up/down arrows to increase/decrease the number. Last: Select this radio button to include the last defined number of Attachments/files from the selected Business Object/directory. Then, provide a number or use the up/down arrows to increase/decrease the number. Note: If First or Last is selected, Attachments/files are sorted in alphabetical order if they are from a directory, and by the order of appearance on the Business Object's Attachment Bar if they are from a Business Object. Include Attachment/File: Select this check box to include Attachments/files based on file masks (include Attachments/files that contain certain characters, words, file extensions, etc.). Then, specify the file masks, using semicolons to separate each mask. Exclude Attachment/File: Select this check box to include Attachments/files based on file masks (include Attachments/files that contain certain characters, words, file extensions, etc.). Then, specify the file masks, using semicolons to separate each mask. Minimum Size: Select this check box to include Attachments/files that are of a minimum defined size. Then, provide a number or use the up/down arrows to increase/decrease the number. In the drop-down, select kilobyte or megabyte. Maximum Size: Select this check box to include Attachments/files that are of a maximum defined size. Then, provide a number or use the up/down arrows to increase/decrease the number. In the drop-down, select kilobyte or megabyte.
From Current Record	Add Attachments from the current Business Object Record. It opens a sub-menu that lists the items attached to the current Business Object Record. Note: This option is only available if sending an e-mail from a Business Object Record that contains Attachments.
Attachment Manager	Add Attachments from the Attachment Manager. Note: This option is only available in the CSM Desktop Client.
Browse	Add files from a computer as attachments.