Dynamics Community Forum Thread Details

Select Attachments to Send in Email - No Attachments are listed to be selected

I'm trying to turn on the ability to attach documents to Sales Invoice emails. I'm starting out on our Test system. I had it working, but we had to reload our Test database for another issue. And now I can't get the attachments to work for emails.

Here's what I did:

Tools - Setup - Company - Document Attachment Setup
- Checked Allow Document Attachments
- Checked Send Attachments in email
Tools - Setup - Company - Email Settings
- Checked Send Documents as Attachments
Customer Card - Email button
- Checked Multiple Attachments per E-mail
On the Sales Transaction Entry window - click the Paper Clip icon. I attached a couple of files. There is a check mark under the email icon in the list of attachments. And I can preview the documents, so I know they are attached.
On the Sales Transaction Entry window - Click on the Actions drop-down list and select "Select Attachments to Send in Email". There are no documents listed as being able to be emailed.