How do I attach documents to a message template? Am I overlooking an "attach" button?

3 Answers 3


I believe that's not possible yet (it would be a good feature to add to CiviCRM). Adding attachments is only possible sending an email or bulk email, not when you create/edit a message template.

You could upload the file/attachment to your server/site and include a link that points to it in the message template so recipients can download it.


I just stumbled on an extension for this: https://civicrm.org/extensions/e-mail-template-attachments

Although, I'm having a little trouble with it maybe you'll have more luck.


When you do Actions> Phone Call, there is the Attachment(s) section at the bottom of the screen. You can add files here. You can then send an e-mail with the file attachment to the person or mail group you assign to Assigned to. Your Phone Call will go as a message template.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.