How to Send Attachments in SortMyBooks

Sending a Single Attachment

1. Prepare the document: Create the document you want to send (e.g., a quote or proposal) and save it to your file repository (Google Drive, OneDrive, Dropbox).
2. Generate a shareable link:
   • Locate the document in your file repository.
   • Click the three dots next to the file.
   • Select Share and then Copy Link.
3. Ensure proper sharing settings:
   • In the sharing settings, ensure that the recipient has Viewer access to the files.
   • Ensure the recipient has access: set the link to allow anyone to view the files.
4. Create a quote in SortMyBooks:
   • Navigate to SortMyBooks > Sales > Quotes > Add.
   • Enter the quote details: number, document type (Quote), customer, VAT type, date, and follow-up date.

5. Send the quote via email:
   • Click Send Email.
   • Enter the customer’s email address.
   • Paste the copied link under the text: "Please find attached quote with this email."
   • Click OK.

Your customer will receive an email with the attached document.

Sending Multiple Attachments

1. Prepare the documents: Create the necessary documents and save them in a single folder in your file repository (Google Drive, OneDrive, Dropbox).
2. Generate a shareable folder link:
   • Locate the folder containing the documents.
   • Click the arrow next to the folder name.
   • Select Share and then Copy Link.
3. Ensure proper sharing settings:
   • In the sharing settings, ensure that the recipient has Viewer access to the files.
   • Ensure the recipient has access: set the link to allow anyone to view the files.
4. Attach the folder link to an email:
   • In SortMyBooks, navigate to Sales > Quotes, and either create or select an existing quote.
   • Click Send Email.
   • Enter the customer’s email address.
   • Paste the copied folder link under the email text.
   • Click OK.

Your customer will receive an email containing all attached documents.