E-Documents make multiple things possible, chiefly you can now attach files to your Email communications. You can also design an E-Document just like you design emails, and can have these documents printed and mailed physically to customers.
There are 3 steps involved in attaching a file to an email to send it to your customers:
1. In the File Manager, upload the file(s) that you wish to use as attachments,
2. Create an E-Document in your Journey,
3. Select the E-Document(s) from the dropdown menu in the Email you wish to attach the file(s) to.
Once you have added the intended attachment into a folder within the File Manager, you will then need to have a corresponding E-Document in your Journey.
The feature can be accessed just like adding a new Email, SMS or Webform to your Journey within Which50. On the 'Manage Content' step of your Journey, use the + Add button to select and add an E-Document to your Journey.
Once your E-Doc is added correctly, you'll need to select the Email you'd like to attach the file to. Simply select the relevant file you wish to attach from the dropdown menu (which will contain all of the E-Docs within your Journey).
There are 3 different types of E-Docs available, each with a different use-case. Read more about them and the configuration involved in the next articles here.
Lastly, you'll notice your Journeys that have an eDoc included will display a new icon alongside the other Journey items, below shown as 3 eDocs - the right most icon.
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