How do I e-mail attachments?

WebCATS features a mass e-mail generation feature, which lets you send an e-mail to a grouping of client or contact records or to the members of a mailing or conference attendee list record. However, because WebCATS relies on an internal, text-only e-mail application to perform this function, you are not able to apply special formatting or import objects (i.e. attachments) into any e-mail messages sent directly from WebCATS.

If you need to send an attachment to a grouping of clients or contacts, there is an easy workaround. You can use WebCATS’ e-mail feature to generate a listing of all recipient e-mail addresses and then copy and paste those addresses into an external e-mail application such as Microsoft Outlook, as described in the following set of steps.

  1. Generate the listing of client or contact records that you want to deliver your e-mail message to. With this listing displayed, click the E-mail button.
  2. WebCATS will prompt you to exclude any client or contact e-mail addresses that belong to records with the Include on mass e-mailings? option deselected.
  3. WebCATS displays its internal e-mail interface, where all recipient e-mail addresses are listed out in the Bcc field.
  4. Easily copy all e-mail addresses by placing your cursor somewhere in the Bcc field, selecting Edit|Select All from Internet Explorer’s menu to highlight all of them, and then selecting Edit|Copy to copy all of them.
  5. Open your e-mail application and paste the copied e-mail addresses into the Bcc field.
  6. Finish composing your e-mail in your external application and send it.
 

Want more? Browse our extensive list of WebCATS FAQs.