Files in Emails Linked in Order Files

Hi there,

Files attached to CRM emails are now automatically copied to the linked order's file storage — keeping all relevant documents in one place without any extra steps.

What's New:

- When sending a CRM email with file attachments, those files are automatically saved to the linked order in Rentopian

- Image thumbnails are generated automatically for easy preview

- No manual file uploading required — it happens in the background when the email is sent

How It Works:

- Send a CRM email as usual and attach any files you want to include

- The files are sent to the client and simultaneously saved to the order's Attachments tab

- Your team can access them from the order at any time

Benefits:

- All client-facing documents live on the order — no hunting through email threads

- Better documentation trail for each order's communication history

- Saves time by eliminating duplicate file uploads

If you have any questions, please reach out to our team through the chat or by emailing [email protected].