Currently, users cannot attach documents to their workflow emails. We added this capability to a client’s Vtiger workflow and now, they can select a “Choose File” button or a “Browse CRM” button to attach files. The “Browse CRM” button lets you choose any document from Vtiger.

Contact us to learn more or for help with your Vtiger CRM!
[button color=”custom” size=”default” light=”no” icon=”fa-comments” open_in_new_window=”yes” link=”https://www.boruapps.com/