This article covers the sending of files from FusionDrive from estimate, job, and invoice emails.
Previous article: FusionDrive: Adding and sharing files and folders
Files uploaded to your FusionDrive can be included as attachments to emails that are sent from estimates, jobs and even invoices! We have integrated FusionDrive in the documents section of the email dialogue. To include a FusionDrive file as an attachment, begin by navigating to the email action icon on an estimate, job or invoice.
Next, click to select from FusionDrive:
You will then see the FusionDrive dialogue appear:
Simply navigate to the desired file send, and choose to Attach selected file:
That's it! It's that easy. You can attach multiple files to each email that is being distributed.