We are adding drawing files for requested customizations to our open Opportunity File. Once we have the drawing on file, we reach out to the customer for their approval, using create email selecting email template, from the Opportunity file.
Is there an easy way to get the file document on the opportunity to be included on the Email being created from the same document, without having to download the file and then import it directly to the email?
Surely having to download in order to then turn around and upload to an activity on the same document is not the intending process flow, correct?
