Shop Setup – The Attachments Tab

Use the Attachments tab in Configuration to configure options for attachments:

  • Define the categories used to organize attachments, and share them among shops by importing or exporting them as a .csv file. Category examplesClosed Estimate Print Image, Invoice, Purchase Order
  • Determine how images are sized when they're attached to an email. You can pick from five options (described under "Image size options" later in this topic).

How to

  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the Attachments tab.
  1. Under Categories, click Add.
  2. In the Add Category dialog box, type a category.
  3. Click OK to add the category. The dialog box closes and the new category appears on the Categories list.
  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the Attachments tab.
  1. Under Categories, click to select the category you want to delete.
  2. Click Delete to delete the category.
  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the Attachments tab.
  1. Under Email – Image Size, click a Size for images option.
  2. Click the Update button to save your work.

Reference

Option Description

Let me choose each time I send images

Whenever someone attaches an image to an email, they choose the size they want.

Keep the original size

All images attached to an email keep their size.

Small: 640 pixels

All images attached to an email are automatically sized to 640 pixels.

Medium: 800 pixels

All images attached to an email are automatically sized to 800 pixels.

Large: 1024 pixels

All images attached to an email are automatically sized to 1,024 pixels.
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