Depending on your configuration, available attachments can include:
Application forms
Credit reports
Recommendations
Signed agreements
Verification documents
You can review the available documents and choose which ones to attach before sending an email.
Before you begin
Document attachments must be configured for your ApplyEasy email templates as part of your initial ApplyEasy setup.
If you want to add, remove or change the standard documents attached to an email template, contact your CreditorWatch account manager or our support team.
Review and send attachments
To choose which documents are attached to an email:
Open the application.
Update the application status.
When prompted, choose Yes to edit the email before sending.
Review the Attachments section in the email preview.
Select or deselect the documents you want to attach.
Click Send Email.
If a document isn't available
Some documents may not be available when the email is generated.
For example, a signed agreement may not be available until all parties have completed the signing process.
If a document isn't available:
It will appear in the attachment list but can't be selected.
You can still send the email without the document.
Send an email without previewing it
If you choose not to edit the email before sending, ApplyEasy automatically attaches any available documents configured for that email template.
Documents are only attached to email templates that have been configured to include them.
Important
Attachments may contain sensitive applicant or director information. Before sending an email, make sure the recipients are authorised to receive the information in the attachments.
Frequently asked questions
Can I choose which attachments are sent?
Yes. Preview the email before sending it to select or deselect any available attachments.
Why wasn't a document included in my email?
A document may not have been available when the email was generated.
It may also have been excluded if the email exceeded the attachment size limit.
Are attachments automatically added to all emails?
No. Attachments are only included in email templates configured to include them.
What documents can I attach?
Depending on your configuration, ApplyEasy can attach:
Application forms
Credit reports
Recommendations
Signed agreements
Verification documents
Who can change which documents are attached?
Document attachments are configured by our implementation team during your initial ApplyEasy setup or as an amendment to an existing configuration.
Contact your CreditorWatch account manager or our support team if you want to change your configuration.