Add Documents to Communication Rules

Attach existing documents to your communication rules to send every time the communication rule is triggered by events in Fexa. Choose to add either a template that exists in Fexa, or a document that you can upload to the communication being sent. 

Some helpful notes:

• The document will automatically send as the same file type as uploaded
• If you do not rename it in Fexa, it will use the name of the file that is uploaded.

Step 1: Click on the Communication Rule you want to add attachments to. 

Step 2: Click on the Attachments tab within the rule. 

Step 3: Select the + to add an attachment. 

Step 4: Choose to add either a template that exists in Fexa, or a document that you can upload to the communication being sent. 

• If you select to Use a Template, the available templates will be based off of the data sources on current templates. If you do not see one you want to use- reach out to the Help Desk for assistance. 
• To upload a file, select Use File Upload. Browse and choose your document. 

Step 5: Once you have selected your desired attachment template/document, select save.