Yes, you can include attachments in the email messages that you send from Neoserra. However, there are some limitations.

The Neoserra email system will always send a separate message for each recipient. This allows us to put each recipient's email address in the "To" field while still maintaining everyone's privacy. Thus, if you have one email message going out to 7 recipients, then the Neoserra mail server will send 7 separate messages. Since we send 7 separate messages (one for each email recipient), we would also send your attachments seven times.

You can imagine that our servers would be working overtime if we allow you to send 20MB attachments to 2000 recipients. Thus, the following restrictions apply:

• Each attachment may not no larger than 5MB in size. You can include multiple 5MB attachments, but any one single attachment may not exceed 5MB in size.
• The attachment option is only presented when emailing less than 250 recipients.

  

If you decide to save your email message as a counseling session, then the attachment(s) is not included in the data stream, however, one copy of the attachment(s) is saved as part of the email audit found under Administration|Email Operations. For more information on how to include attachments, please refer to the FAQ titled: How do I send an email to my clients from Neoserra and automatically create a counseling session?

Link to document attachment on eCenter Direct

If you need to send an attachment to your clients and your list of recipients exceeds 250, then you can post the document online and create a link to the document that gets included in your email message. The easiest place to post a document is to eCenter Direct.

You can upload documents as part of your center record, which then may be shared with clients on eCenter Direct. Go to View|Centers and click on your center. In the right hand margin, within the "Documents" panel you will see the option to upload your documents:

When you upload your document, you will have six options for eCenter availability:

Any user	Choose this option to make the document available to anyone visiting eCenter, regardless of whether or not they have any association with your center.
Any logged-in user	Choose this option to make the document available to any user that is logged in to eCenter (i.e. has a contact record in Neoserra)—even if the user is not associated with a client record in Neoserra.
Any client	Choose this option to make the document available to only those logged-in users whose contact records are associated with client records (not pre-client records) in Neoserra.
Active clients only	Choose this option to make the document available to only those logged-in users whose contact records are associated with active client records in Neoserra.
Inactive clients only	Choose this option to make the document available to only those logged-in users whose contact records are associated with inactive client records in Neoserra.
Pre-clients only	Choose this option to make the document available to only those logged-in users whose contact records are associated with pre-client records in Neoserra.

Generally speaking it is recommended to use the "Any User" option if you are including a link to the document as part of a large mail blast.

Once the documents have been uploaded, then you can view them on eCenter Direct. Go to your eCenter Direct site by clicking on the "Center Link" in the Summary panel (right above the Documents panel on the center record.) This will take you directly to eCenter Direct. Click on "Library of Documents" to see the documents that you just uploaded:

At the top of the page, take note of the URL where the documents are stored. This is the URL that you can include in your email message letting clients know where they can find the documents. Keep in mind that the URL in the screenshot above is ONLY for sample purposes, you will need to get your actual URL for your program.

Want more? Browse our extensive list of Neoserra FAQs.