Knowledge Base Article

How to Attach Documents and PDFs to Emails

Return To The Knowledge Base

Argenta allows you to attach documents, including PDFs, to emails sent through the system. Here is how to attach files to your email communications.

Attaching Documents in the Email Editor

  1. When composing an email (from Mail Room, Email Templates, or any email send screen), look for the email editor
  2. In the editor toolbar, click the Attachment icon (paperclip)
  3. Select the file from your computer to upload
  4. The file will be attached to the email

Using Documents from the Document Center

If your document is already in Argenta's Document Center:

  1. First, locate your document in the Document Center (found under Operations or the module where you stored it)
  2. Copy the document link or download it
  3. In your email, you can either attach the downloaded file or insert a link to the document

Inserting a Link Instead of Attaching

For large files, consider inserting a link rather than attaching:

  1. Upload your document to the Document Center or a file hosting service
  2. In your email, highlight the text you want to be clickable
  3. Click the Insert Link icon in the toolbar
  4. Paste the document URL
  5. Recipients can click to view or download the document

Important Notes About Attachments

  • File Size: Keep attachments under 10MB for best deliverability
  • File Types: Common formats like PDF, Word, Excel, and images are supported
  • Email Deliverability: Large attachments may cause emails to be flagged as spam - use links for large files
  • PDFs in Email Body: PDFs cannot be embedded to display directly in the email body - they must be attached or linked. Only images can display inline.

Embedding Images vs PDFs

Unlike PDFs, images can be embedded directly in the email body:

  1. In the email editor, click the Insert Image icon
  2. Upload or select your image
  3. The image will display inline in the email

PDFs always appear as attachments that recipients must click to open.

Adding Videos

To share videos in emails:

  1. Upload your video to YouTube, Vimeo, or another video hosting platform
  2. Take a screenshot or thumbnail image of the video
  3. Insert the image in your email
  4. Add a link on the image that points to the video URL

Videos cannot be embedded directly in emails due to email client limitations.