Add attachments to an email

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Kim O'Halloran

• 11 April 2017 00:16

Option to add attachments to an email.

I'd like to get others view on this, when you set up a class there is an option in the tool bar - communication - email.  I would like to see add an attachment to this.

The bulk mail merge I'm finding is quite time consuming, you have to go through multiple steps 1 set up a group 2 search a student to add to a group and 3 collate material to send a bulk email (mail merge) add attachment, it would be a lot more user friendly and less time consuming if we can add an attachment to the email option.

By adding this tool it will reduce steps 1 - 3 above.

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• Official comment

  

  Rod Staines

  • 16 February 2021 03:52

  Hi All,

  It has been a long time coming, but we have just implemented this ability.

  After our release on the 24th, you will be able to add attachments on emails sent from the communications area of a class.

  Sorry this small took so long. I do agree there is a fair amount of inconsistency with emails across the system, however, changing/fixing that would be a much larger project. Hopefully this change will help for now. 

  Cheers,
  Rod.

  

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  Cindy Geyer

  • 12 May 2017 01:18

  Agreed - I find the variation between the different email functions in aXcelerate quite frustrating - e.g. whether or not it lets you add an attachment, whether or not you can modify the signature or greeting area, etc.

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  Andrea Kelley

  • 13 February 2018 02:12

  Agreed. Being able to bulk email with an attachment from a class without having to use the template function would be fantastic.

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  Mary Lia

  • 17 June 2019 06:54

  Agreed.  Our Educators often send emails to their Cohort (class) which requires them to attach something.  The best way to send these emails is from the Communications > Email/SMS function because:

  • these are not repeating communications (needing a Template),
  • the attachments are not always something that is needed on a recurring basis (so doesn't make sense to add to resource library)
  • there is no easy way to select a Cohort/Class when sending a one time mail merge.

  It can also be very confusing for our staff to know which communication methods do and don't allow you to attach documents.

  It would make sense if the ability to attach documents (from both the Resource Library and external to aX) were consistent across all areas in aX that you can send an email.

  Thanks

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  Sarah Chezick

  • 19 June 2019 22:21

  agreed - this is something that would make things a lot easier!  As Mary Lia noted, it is quite confusing for staff to work out which communication method to use when depending on whether they need to attach something or not.

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  George Karagiannakis

  • 22 June 2019 00:33

  This will be very handy, we are currently using the "merge document" feature to email out attachments to our students however this process is complicated and time consuming, especially for our trainers.

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  Mary Lia

  • 26 June 2020 02:38

  I am going to comment on this again, as we are continuing to have issues in this area.  We were provided with a 'work around' by the aX team of creating a Template with blank manual data field and then attaching to that.  However the problem is the manual data entry only applies to the first student in the class (even if all students have checkbox applied) - you have to copy and paste the text and save to every single student using the drop-down at bottom right of screen.

  This means educators are needing to either 

  a) email every student individually using one time merge email

  b) email class out of Outlook and then upload as note to every student individually

  Such a waste of staff time and risk of missing students and/or their records.

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  Nicole Maloni

  • 14 July 2020 03:12

  It would be beneficial and time saving if we could attach a document/file when using the bulk email send out.

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  Steve Wiggers

  • 08 September 2020 10:48

  Team aX, 

   

  Why is the system so inconsistent? 

   

  Some places you can attach a file (but not multiple attachments) to emails

  Some sections you can send an email without a template, others require a template only

  Some work with related fields, but mostly not (without a template)

  Some we can edit signatures, others we cant

  Some we can edit the subject line, others just use the template name

  Bulk emails from classes/workshops are so common, yet we have to use templates, but can't add attachments, subjects, signatures etc etc

   

  Seriously. Can't we develop a consistent email/SMS sending function and roll that out to every area that needs it?

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