Learn how to send emails with attachments from a property profile using either the attach files tab or the filing cabinet tab.
This article covers:
- About sending emails with attachments
- Before you start
- Send an email from the attach files
- Send an email from the filing cabinet
About sending emails with attachments
You can send emails with attached files directly from a property profile in two ways:
- Using the Attach Files tab
- Using the Filing Cabinet tab
Both methods open the same Send Email form, where you configure recipients, templates, and message details.
Before you start
- Ensure you have created an email template in Designly
- Confirm that the recipient email address exists in the database, or be ready to enter it manually
Send an email from the attach files
Ensure you have uploaded files to the Attach Files area.
- Go to: The property profile where you want to send the email
- Click the Attach Files tab
- Click the file you want to send
- Click Send As Email
- Complete email details
- To - Select the recipient from the database
Tip: If the contact does not exist, check Contact does not exist, enter email address to add one or more addresses manually.
- Cc/Bcc - Add additional recipients or custom email addresses
- From - Choose the sender’s email address
- Subject - Enter the subject line
Tip: The subject updates based on the selected template. Review and edit if needed.
- Choose your Designly template from the dropdown
- (Optional) Include another file from the filing cabinet
-
Message - Edit the template or write a custom message
Note: Attached files appear as downloadable links in the email body.
- Click Send Email
- An information box confirms the email has been sent. Click OK
Send an email from the filing cabinet
Ensure you have uploaded files to the Filing Cabinet.
- Go to: The property profile where you want to send the email.
- Click the Filing Cabinet tab
- Click the file you want to send
- Click Send As Email
The same Send Email form appears. Complete the details as described above.