You can attach different files to note templates or emails and send them to your client directly from Pulse360. Before you attach, upload the documents you frequently use into Pulse360 and get quick access to them.
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1. Create a new note.
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2. On the left side of the modal, select the "Attach Files" option.
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If you have the file in Pulse360 storage, select it in the dropdown and click the green Plus button. It will appear below under "Attached File(s)."
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Alternatively, you can upload it from your computer by pressing the plus icon on the right. You can attach up to three files per note.

3. Add the note for single use or add it to the library. If a new file is uploaded, it will automatically be saved in Pulse360.

4. The Paper Clip icon on the note indicates that you have files attached to it.
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5. When you email the document, the file will automatically be attached to it. On the "Send Email" screen, all files being sent will appear under "Attachments."

1. Add a note to the client's record. Create a new note or add it from Notes Library.
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2. Press the Actions button on the note and select "Manage Attachments." Add the file by searching your existing files, pressing the green plus icon, or uploading a new one.
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3. The Paper Clip icon on the note indicates that you have files attached to it.
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4. When you email the document, the file will automatically be attached to it. On the "Send Email" screen, all files being sent will appear under "Attachments."
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NOTE: Attaching a file to a note will automatically save it in Pulse360 under Files.
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1. Create a document.
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2. Press the "Send Email" button.
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3. Attach the files in the "Attachments" section. You can search your files in Pulse360 or upload a new one. Any files uploaded here will not be saved into Pulse360.
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