Attachments included in a message can be viewed within Inbox and assigned to a material on a person or application record. If a message contains an attachment, a paper clip icon will appear next to the subject line when viewing messages in Inbox.
- Display - Attachments appear in the header area of messages within the Conversation History. Click the attachment link to display the attachment.
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Size Limits - There isn't an attachment limit, but there is an overall message size limit of 30MB.
While Slate can accommodate this size limit, email-sending providers and clients such as Sendgrid, Gmail, Outlook, and more may have different sending and inbound size limits.
Assign an Attachment to a Record
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1. Click Assign at the bottom of the Display Attachment popup (This will take you to the Batch Acquire interface). |
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2. Select the record that should receive the material. If the message was assigned to a person record, that record will automatically be selected. To change the record, click the Clear link and then select a different record. 3. If the record has an application, select if the material should be assigned to a specific application, or if it should be associated with the Folio.
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If an attachment has been saved as a material on a record, the material type and record are listed on the Display Attachment popup.