New Feature Release: Attachments in Portal Communications

We're excited to introduce a new enhancement to our communication tools within the Formitize Portal. You can now easily include attachments in your emails sent directly from the Portal. This new feature enhances the flexibility and functionality of your communications, allowing you to provide more comprehensive information to your clients and team.

How to Use:

1. Open the Communications Side Drawer:

   • Navigate to the communication section within the portal and open the side drawer.

     

      

2. Compose Your Email:

   • Select the recipient and enter your email content.

   • Attachments are only available for email communications.

     

      

3. Add Attachments:

   • Click on the attachment icon to open the Resources attachments side drawer.

   • Drag and drop the desired files or select from available resources.

     

    

Key Features:

• Seamless Attachment Integration: Easily attach documents, images, and PDF files from your resources to your emails.

• Flexible File Selection: Drag and drop files or select from available resources directly within the portal.

• Enhanced Communication: Provide more detailed and comprehensive information by including necessary attachments in your emails.

Why This Matters:

• Improved Efficiency: Streamline your communication process by integrating attachments directly within the portal, reducing the need for external tools.

• Enhanced Professionalism: Present a more professional and comprehensive communication to your clients by including relevant attachments.

• User-Friendly: The new feature is designed to be intuitive and easy to use, enhancing your overall experience with the Formitize Portal.

We're committed to continuously enhancing our platform to meet your evolving needs. Your feedback is invaluable—let us know how these updates are working for you!