Home » Categories » Solutions by Business Process » System Features

Include Attachments on Documents to Email

Datafile Software

Include Attachments on Documents to Email

There can be a requirement to include ‘Terms & Conditions’ when sending documents such as a invoice via email, or to include specific PDF files when a particular stock item is included on a order acknowledgement. This new feature allows you to configure the email parameters to include up to ten additional attachments by default.

Document Design Parameters

When amending a document layout (using the ‘new’ designer) then the Email parameters are accessed via the Format pull-down menu and the top of the screen and choose ‘Email Settings’.


The email attachment commands are controlled via text settings within the header, detail or footer areas.

You insert extra attachments using the command <filename,$option>>. The filename can be picked up from a database item on the available databases if necessary using the usual ‘!Xnnn’options (where ‘X’ is the database flag and ‘nnn’ is the data item number).

Options allowed include:

$hide – omit from email text the filename being attached.

$blank – clear entire line if attachment file not found / test condition not met

$test – test data item as to whether the file is to be included or not. $test is formatted as $test(!Xnnn E value)

 Typical commands therefore may be:

<<TERMS.PDF,$hide>>

<<LICENCE.PDF,$test(!H101 E Y),$blank>>

<<!H001.PDF,$hide>>

 Location of Attachments

The attachments must be held within a ‘DocNotes’ folder off the main DFCOMP location (usually \DFWIN\DATA). You will need to manually create this folder and update any attachments into this location.

 Notes

 Support for attachments is included within all the application documents

Custom Fields
  • Release ID: 6.2
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Output to Excel Pivot Table
Viewed 25242 times since Tue, Jun 12, 2012
Data Interchange - Import Large Text Strings
Viewed 3074 times since Fri, Oct 26, 2012
Word Wrap in Multi-Line Text Inputs
Viewed 2023 times since Thu, Jun 18, 2020
Landing Pages - Additional Options
Viewed 1790 times since Wed, Jun 17, 2020
Ledger Enquiry – New Notes Option
Viewed 1467 times since Wed, Jun 13, 2012
Landing Pages - Company / Key-Item Selection
Viewed 870 times since Tue, Oct 15, 2024
Additional Features for Database Plus Enquiries
Viewed 2883 times since Fri, Jul 21, 2017
Document Design Manager - E-Mail Settings
Viewed 2892 times since Wed, Jun 13, 2012
Swap Application Enquiry at Transaction Level
Viewed 2665 times since Tue, Jun 12, 2012