Attach files with Document Transmittal?

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We're currently auto-sending invoices via email through document transmittal.  I'd love to be able to attach additional documentation (remittance instructions, W-9, credit card auth form, etc.) with the invoices that are sent via email.  However, it doesn't appear this is possible in Sage 500.  Is there a way to attach additional documentation in document transmittal (or elsewhere) that will go out with our invoices when they are emailed?  The only thing I can think of is I'll have to turn off auto-send to have the invoices go to a specified Outlook folder and then manually attach from there before sending. Thoughts? Ideas?

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    Although there isn't a way for you to include additional documents with transmittal, you can modify the invoice form using Crystal and add whatever text, images or URLs you want. The text or data that appears can be conditional as well, you just have to define the conditions.

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  • 0

    Although there isn't a way for you to include additional documents with transmittal, you can modify the invoice form using Crystal and add whatever text, images or URLs you want. The text or data that appears can be conditional as well, you just have to define the conditions.

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