Adding additional documents to a flow is simple and this feature can be used to include items such as a receipt for reimbursement, a style guide for your clients, or any other attachment that may need to be included for your clients.
Here are the steps to include an attachment within a flow:
Select the documents you would like to create.
Click "Attachments" in the lower left-hand corner to open the modal.
Once opened, click, "Add Attachment" to upload the document as a .PDF for your client.
After adding an attachment, the document will then be visible in the modal and also offers a couple of additional customizations for you. The document title can be edited and .PDF copy can also be downloaded.
Here is an example of the Clients view after receiving a flow that includes an attachment(s).
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.