Editing Attach files (section)

== Step-by-Step Instructions ==

Follow these steps to attach files to your 1:1 emails:

1. **Connect Your Email Account**
   - Navigate to '''Deals''' > '''Connected Emails''' to connect your email account to ActiveCampaign.

2. **Begin Composing Your Email**
   - Go to the Contact, Account, or Deal record you want to send a 1:1 email from.
   - At the top right, click the quick action dropdown, then select **Send an email**.

3. **Write Your Email**
   - While composing your email, type the text you would like to hyperlink the file to, such as "click here".

4. **Highlight the Text**
   - Highlight the text you wish to hyperlink. If you omit this step, the file name will become your hyperlink instead.

5. **Insert a Link to a File**
   - Click the **Insert a link to a file** button (represented by a paperclip icon) located towards the bottom of the email.

6. **Select or Upload Your File**
   - **To use a previously saved file:**
     - Select the record from the left in the modal that appears.
     - Choose the file(s) you want to attach.
     - Click **Insert file(s)**.
   - **To upload a new file:**
     - Select **My Computer** from the left.
     - Click into the **Click to add or drop files** box.
     - Choose the file from your computer. The file will appear in the modal.
     - Decide whether to save the uploaded file to the record using the '''Save uploaded file to...''' option.
     - Click **Insert file(s)**.

7. **Complete Email Composition**
   - The highlighted text will now be a hyperlink to the downloadable file.
   - Once you are finished composing your 1:1 email, click **Send**.

After sending the email, if needed, you can trigger automations when the file is downloaded using the "File is downloaded" trigger.