Knowledgebase

Adding an Attachment

In WHMCS, you can add attachments to email templates to include additional documents or files. Here's how you can do it:

  1. Log into WHMCS:

    Access your WHMCS admin panel using your administrator credentials.

  2. Navigate to Email Templates:

    • Go to "Setup" > "Email Templates."
  3. Edit an Email Template:

    • Locate the email template to which you want to add an attachment and click on its name to edit it.
  4. Edit the Template Body:

    • In the HTML editor, position the cursor where you want to insert the link to the attachment.
  5. Insert Attachment Link:

    • Click on the "Insert File" icon (usually represented by a paperclip or a similar symbol) in the editor's toolbar.

    • Select the file you want to attach from your computer. It will upload and generate a link.

  6. Set Display Text (Optional):

    • You can customize the display text for the attachment link. This is what recipients will see as the clickable text.
  7. Save Changes:

    • Once you have added the attachment link, click on the "Save Changes" button to save the updated template.
  8. Test the Email:

    • Send a test email to yourself to verify that the attachment link works as expected.

Remember to consider the size and format of the attachments. Large files may be blocked by email servers, so it's recommended to provide download links instead of embedding large files directly.

Please note that while you can add links to attachments in WHMCS email templates, you'll need to ensure that the actual files are hosted and accessible via a URL. You can host them on your server or use external file hosting services.

By adding attachments to email templates, you can provide additional information or documents to your clients and administrators, making your communications more informative and comprehensive.

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