Attaching document folders to communication templates

To send additional information with a communication template, you can attach document folders. When you create a communication based on a template, the document folders are always sent with the communication.

About this task

The business object to which the template applies determines which document folders you can view in the Folders table window. These folders are defined in the originating application. For example, if you create a communication template for incidents, the system lists any document folders that have been defined in the Incidents application. The system also links any folders linked in the database to the Incidents application.

1. In the Communication Templates application, open or create a communication template.
2. Click the Attachment Folders tab.
3. Select the Send with Communication check box for the document folders that you want to attach to the template.
4. Save your changes.