Attachments for interactions
The files that are attached to interactions aren't attached to the interaction directly. They come from one of the following places:
- The interaction template that you used to create the interaction. To learn more about setting up templates, go to Set up interaction templates.
- The segment that you created the interaction for. To learn more about segments, go to Manage Interactions for Segments.
View attachments
Attachments are available when you view recorded interactions on the Interaction Log Entries page. Choose the Show Attachments action.
Types of files you can attach
Attachments can be almost any type of file, such as Word documents, PowerPoint presentations, Excel or text files.
Tip
Business Central integrates with Word, which lets you use features such as merge fields on Word templates. To learn more about using Word templates, go to Use Word Templates for Bulk Communication.
What you can do with attachments
You can perform the following actions with attachments:
- Open: Start the associated program—Microsoft Word, for example—and the document opens. You can then modify it.
- Import: Import attachments. For example, you can scan a received letter, import it, and attach it to the interaction that records the reception of that letter.
- Export: Export attachments to a location on a disk file.
- Remove: Remove the current attachment from an interaction template.
- Copy: Copy attachments from another interaction template.