How to use Attachment From Form in combination with Attach Files in Properties and Multiple Files Download apps
Attachment from Form to speed file management up
The Attachment From Form app streamlines file management processes and boosts efficiency by seamlessly adding files uploaded via forms by your contacts directly into the Attachments CRM card.
Attachment from Form + Attach Files in properties
By combining the Attachment from Form app with Attach Files in Properties, you can enhance internal communication within your team by effortlessly sharing files uploaded via forms with colleagues.
Let's see how to do it
Step 1: Create a workflow that has as trigger the compilation of a specific form in which contacts upload their files.
[SCREENSHOT #1]
Step 2: use the "Attach Files in Properties" workflow action to
[SCREENSHOT #2]
This collaborative approach improves teamwork and ensures that everyone has access to important files.
Furthermore, the Attach Files in Properties app enables you to quickly share file links via email, whether for internal discussions or client communication. By leveraging contact properties as personalization tokens in your sales or marketing emails, you can tailor your messages for maximum impact.
In situations where forms require multiple files to be uploaded you can follow this Attach File in Properties guide on how to manage multiple attachments.