Whilst you can send documents via a conversation in the portal in the automation engine, when you use the email an account block there is no option to attach files or documents here. Adding a doc builder document or even uploading a file to send, such as a service brochure, would make onboarding new clients that aren't on the portal yet much easier.
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Feature Request
Automations
Over 1 year ago

alexstephens
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Automations
Over 1 year ago

alexstephens
Get notified by email when there are changes.