Method Community

I am still looking into if there is a way to attach a file (a survey) to emails that come out of method. I see lots of ways to attach reports via the generate report action. Then you can store them inside of an Action Result and send them out. I just want a way to send a Microsoft Word file which contains my survey to clients through methods email function.

Thank you.

Hey Neil,

In order to attach a Method document of your choosing to an email, you would need to create a new screen based off the DocumentLibrary table and utilizing the Document object. This is a topic that his been discussed quite a bit and we have submitted feature requests to our dev team.

Check out this thread for some more information.

- Ashur

Hey Ashur!

I am actually trying to attach a non method doc somhow to a method email. Just a word file or an excel file from my desktop. 

That wouldn't work, you would need to have the document uploaded to Method.

- Ashur

Neil,

One approach to consider...

Save the document as a jpeg, then create a new report in Method and insert the jpeg as the only item on the report.

Then you can generate the report and include it as an email attachment just like you are used to doing with the generate report action.

That sounds like a great idea. A couple of quesitons though. How do you create a new report? How do I go about inserting a jpeg to the report after I create it?

Thank you for your help!