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Categories Tasks & Workflow
Created by Guest
Created on Jun 6, 2025

Ability to add documents to 'part-records' notes that are sent with the email to the client.

Sometimes it is useful to be able to send a report or document to the client highlighting what we have a problem with.

What I suggest is being able to add documents to the task, which are sent out as attachments to the part-records email.

  • Attach files