Attaching Image or PDF to Email

Overview

This tutorial reviews how to take an image or PDF file from the Patient File images or related Customer File (i.e. owner, agent, trainer, etc.) images and attach it to an email to send via Wise Option.

Estimated Time to Complete – 5 minutes

Instructions

Before beginning, make sure you have:

• The body of the email created via a form letter template.

• Image or PDF already uploaded to Patient File images or related (i.e. owner, agent, trainer, etc.) Customer File images.

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

<Video Coming Soon>

Step-by-Step Guidance

1. Patient File > Form Letter.

2. Select Category and Template.

3. Preview.

4. Click Add Attachment.

5. Select Sort ID for Patient File image or Owner for owner's Customer File image.

6. Select Image(s) > Submit.

7. Review email content and send options.

8. Send.

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

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Resources

Form Letters

Welcome!