Attach files or documents to mail

Should I use a transmittal instead?

In most cases, we recommend that you use a transmittal, instead of a mail attachment, when you are sending a document, drawing, report or another file that directly relevant to your project.

This ensures the document updates the recipient organization's document register.

See What's the difference between a mail and a transmittal?

Attach a document or image

1. Click Attach.
2. Select:

• Document, to attach a file or image from your Document Register.
• Project Mail, to attach a mail.
• Local File, to attach a file or image from your computer.

Attach a document from your organization's document register

1. Click Document
2. Search for your document in the register.
3. Select the document.
4. Click Attach.
5. Your document is now listed under Attachments. Note: This attaches the file only. Metadata content is not included.

Attach a project mail

1. Select Project Mail.
2. Search for the project mail.
3. Select it.
4. Click Attach.
5. Your mail is now listed under Attachments.

Attach files from your computer

1. Click Attach.
2. Click Local File.
3. Click Choose File.
4. Select your file(s) or drag and drop.
5. Click Attach.
6. Once uploaded, click Close. Your file(s) are now listed under Attachments.