When attaching a file to email messages, ADAPTcrm gives you the option of a file or a template. Using a template, the "merge" will occur automatically with the data of the current record and you will have a ready-made attachement in your email.
Just make sure your recepient can open Word or Excel files on their computer, either using the commercial products or the available readers from Microsoft.
Of course, when attaching a file, the file can be any file type that can be opened in Windows, including .doc, .xls, .pdf, .ppt, etc
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