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The Office System has the ability to send additional attachments with the Statement PDF when sending Statement Emails. These additional attachments are attached in the form of a Hyperlink within the body of the Statement Email. In this guide, we will walk through the process of adding additional attachments.

Please Note: The Office System can only send PDF and JPG files as attachments.


Use Case(s):

    • A Membership Director wants to send an additional Event Flyer with their Statement Emails.

    • The Club wants to attach a Newsletter to their Statement Emails.

    • Event Registration forms are sent with Statement Emails to help accelerate the registration process.

Video

This video contains highlights from a training Webinar given on Adding Additional Documents to Statement Email

 

HTML
<iframe width="853" height="480" src="https://www.youtube.com/embed/ZMtU9Vz83CE?rel=0&amp;ecver=1" frameborder="0" allowfullscreen></iframe>

 


Content

Table of Contents
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