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Hi - It doesn't appear the document library is available to attach to activities unless I'm missing something. I also don't see the field "attachment location" in the "send email" action. Atleast it's not available on the version of Method I'm using. Please advise.
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Hi - I am trying to figure out how to add attachments to emails and activities. is this not available in the system? We are a third party administrator for health benefits claims and need to be able to attach documentation for activities and emails. Let me know.
Page 1 of 1 (2 items)
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