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
Documents to Email - Merge PDF Attachments
Viewed 2452 times since Mon, Jun 11, 2012
Ledger Enquiry - New Interface
Viewed 3861 times since Wed, Jun 13, 2012
Save Email Attachments Separately
Viewed 2196 times since Fri, Jun 8, 2012
Ledger Enquiry – New Notes Option
Viewed 1133 times since Wed, Jun 13, 2012
Landing Pages - Calculated Field Options
Viewed 375 times since Thu, Oct 24, 2024
Landing Pages - Company / Key-Item Selection
Viewed 219 times since Tue, Oct 15, 2024
Discount and Supplier Matrix Prevent Sale of Items to Selected Customers
Viewed 2395 times since Fri, May 20, 2016
Additional Options for History / Analysis Enquiries
Viewed 2000 times since Fri, Oct 26, 2012
Data Interchange Omit First Row from Import
Viewed 2195 times since Fri, May 27, 2016