Attaching file to email (single)
Edited
If you need to attach a file to an email you are about to send to a single person, this guide will walk you through how to do that.
From the profile page click the "Actions" button
Click "Send Email"
Chose "MedicareProCRM"
At the bottom of the editor you will see a section named "Attachments"
Click the + icon to either add documents from your docs page or from your computer.
PLEASE NOTE: If sending single email from Outlook they do not currently support document attachments through their API. You will need to send through MPCRM.
email
single email
attachments