Using email attachments

Using email attachments

You can attach multiple files from your computer or a client's completed documents to portal emails.

Warning!
The document size limit of all combined attachments is 10MB.

Adding an attachment


  1. Select your client from the Client dropdown.
  2. Click the Attach  button on the right-hand side of the email subject line.
  3. To attach a file saved to your computer, click the Browse button > select file > Open.
  4. To attach a completed document, select the client's document from the list of Portal Documents > Attach. You can select multiple documents prior to clicking Attach.
  5. Follow the above steps to add more attachments.
Important info
A   icon will appear next to the  Attach   button for each attachment. Hover over the icon to view the filename or click to download or delete the attachment.
Note
Clients can also add attachments when submitting client documents, e.g. pre-work, proposal and feedback.

Viewing an attachment


Attachments appear in the  Working Files >  Inbox tab and in the client's  Activity tab, where they are colour coded:
  1. A  black paperclip  represents an attachment sent with the document, added by the user 
  2. A  red paperclip  represents an attachment sent with the document, stipulated by The Gap 
  3. A  green paperclip  represents an attachment submitted by the client
Hover over the   to view the filename or click to download it.

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