How to attach documents to an email

Learn how to attach documents from your library, or upload a new PDF, to an email.

Overview

The Attach Documents panel lists the documents you can add to an email. You can search it, preview a document, upload a PDF, and select several documents at once. Attached documents appear in the body of the email as attachment cards, and clicking one opens it.

Attach documents

1. In the AI Emailer, click the Attach Documents button in the body's formatting toolbar. The Attach Documents panel opens.
2. To find a document, type in the search box that reads "Find Something..".
3. To add a new document, upload a PDF file with the upload area at the top of the panel. A message confirms "Document uploaded successfully."
4. Select the documents you want. To look at one first, click its preview button.
5. Click Attach. Click Cancel to close the panel without attaching.

If you see an error

• "No documents yet. Upload your first document above." Your library is empty. Upload a PDF.
• "No documents match your search." Change or clear the search.
• "Failed to load documents. Please try again." Close the panel and open it again.
• "Failed to upload document. Please try again." The upload failed. Upload the PDF again. Only PDF files are accepted.
• "Failed to attach documents. Please try again." Click Attach again.
• "Failed to load document preview. Please try again." Click the preview button again.
• "Popup was blocked. Please allow popups to preview documents." Allow pop-ups for GTM One in your browser, then preview again.