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Questions tagged [attachments]

The tag has no usage guidance.

2
votes
0answers
19 views

CiviMail - CiviCRM (Drupal 7): Problem with attached documents

We are having a problem when sending emails with attached documents from CiviCRM and happens in both ways simple and bulk emails. Three months ago, we hadn’t this problem, we sent a bulk email last ...
2
votes
1answer
31 views

Secure storage for file attachments

We want to add some file fields to individual contacts for PDF documents. Is there a way to store these files so that they can be accessed by a Civicrm user with appropriate permissions but not ...
3
votes
2answers
62 views

How are folk storing lots of Files on Cases?

I know there are File fields on Activities, and we can add File Fields to the case itself. But say there are 20 documents to add over time. while googling I found this which sounds interesting ...
1
vote
0answers
17 views

Email-to-activity processing - don't include attachments

I LOVE me that email-to-activity processor. But I'm using up all my disk space because it's also including the attachments from the emails I'm forwarding into CiviCRM. I don't need the attachments in ...
1
vote
1answer
44 views

Include PDF welcome package attachment with email receipt

I am trying to sort out if I can include a PDF attachment for new members with their registration confirmation email. There are several different member types, each would require a different PDF. The ...
0
votes
1answer
20 views

Error opening attachment in outlook

When I send mailing with an attachment, contacts with use outlook can't open the attachment and received a message like this I have tried with pdf and doc. When I download the attachment to my ...
5
votes
1answer
32 views

Attach a file to a donation

I'd like to be able to attach receipts, notes, and other documentation to a contribution. Is this possible?
0
votes
1answer
45 views

Attachments not sending when emailing a contact in CiviCRM v. 4.7.10

When sending an email to a contact, the email sends OK, but without the attachment. I can see from here that this is a known bug in 4.7.10, and a simple fix has been provided, which will be ...
4
votes
1answer
34 views

Is it possible to set up to search name of attached document or better yet, contents of attach doc?

We're still trying to figure out if CiviCRM will work for our organization. Our users would like to have the functionality to search the name of a document that has been attached to a case. Ideally (...
1
vote
1answer
104 views

How would I view an attachment PDF that is attached to a contact activity, through the REST API?

This is through the REST API, I'm using CiviCRM 4.4.14, REST API v3. I read that there is an attachment API, but the attachment API does not seem to be available through the REST API.
7
votes
2answers
278 views

File Storage on CiviCRM

We have a client who is looking to upload about 5G per year of files onto client records in CiviCRM. We can obviously arrange for the server to manage that, but wondered if anyone has ever notice ...
1
vote
1answer
24 views

Contribution Email Attachment Name

My client would like to change the attachment name of the pdf they receive when a contribution is made. This is now receipt.pdf (which is the case for a lot of emails). Can this be changed? I'm ...
4
votes
1answer
47 views

How can we have more than 3 file attachments per note?

How can we have more than 3 file attachments per note? CiviCRM 4.7.1 Thanks,
1
vote
1answer
154 views

Unable to add file to event with Attachment api

I am new to CiviCRM and did not find any answer to this. I have a form on a Drupal page, and want to give ability to upload an image file in both Drupal and CiviCRM from within this form. I use the "...
5
votes
2answers
88 views

Attachments in Message Templates

How do I attach documents to a message template? Am I overlooking an "attach" button?
2
votes
3answers
106 views

How do I search for Activity Attachments?

Drupal 7.39 CiviCRM (in this case 4.6.7) We can't find any way to search for activities with attachments. Am I missing something obvious? Similar to this question: Search contacts with attachments