Managing attachments for steps
An attachment is any computer file, such as a Microsoft Word document, that is attached to an activity, campaign, batch email, or document in NexJ CRM.
A campaign is a coordinated set of predefined activities for achieving a marketing-related goal, such as a fundraising campaign.
Attachments are typically used to provide additional information or context related to the step or business process. When a user views the step, they can view and print the attachments.
You can include merge documents as attachments in a business process template. Merge documents are Microsoft Word, PDF, or CSV documents that contain merge fields, which, when printed, automatically populate with corresponding information from the contact, company, opportunity, or service request record, or the submitted form.