Adding attachment

Click Add Attachments to select which files you want to send to the recipients. An Add Attachments window will appear.
Files and folders stored in Salesforce or in the MFT Server can be attached using this dialog box.
Files or folders on your C: drive will not be available until you upload them to Salesforce or the MFT server.

Attachment Type for the File or Folder

Since this MFT Email was accessed through Contacts, the third item on the list gives the option for Salesforce Contact Attachment. This third item changes depending on which of the five tabs (Accounts, Contacts, Cases, Leads, or Opportunities) you are under when you open the MFT Email. You will have access to the documents that correspond to that tab.
For example, under Contacts, you will have access to the Salesforce Contact Attachments, and under Leads, you will have access to the Salesforce Lead Attachments.

After you have selected the attachment type, select a folder and then click Search:

 
Sometimes, there might be a need to send, for example, a Lead Attachment to an Opportunity rather than the Lead. Since you can only attach specific Lead Attachments in an email opened in a Lead, you must choose a Lead to access the MFT Email. Once you open the new MFT Email, you can modify the recipient's email address to be that of the Opportunity to which you want to send the attachment. The same methodology applies whenever you want to send a particular Salesforce document type to a contact of a different type.

Go back to Sending Files and Folders – MFT for Salesforce.