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Email Template PDF attachment not being sent

In one of my email templates, the PDF attachment is not being sent. Why and how do we fix this?

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  • Hello Tyler,

    Can you provide a screenshot of the email template you are using to send a PDF attachment? And also a screenshot of the error message received? 

    Thanks for your time and patience! 

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  • Hi - I have the same problem. When email templates with PDF attachments are part of a workflow que, the PDF is not attached...yet, if I send that same template manually to someone it's fine. Any ideas???

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  • Hello Walter,

    Is the PDF attachment greater than 5 MB in size? The reason why emails might not be sending is due to the file attached to the email. If the attached file is greater than 5 MB this passes the Insightly threshold for file attachments. 

    A couple of options you have here to still provide your attached file:

    • Create a Zip file which should provide a smaller file size. Keep in mind Zip files can sometimes be marked as spam by email providers. This may cause an issue where the email ends up in a spam folder
    • You can also upload your file to Google Drive, Dropbox, and any other hosting software. Then you can provide a link to the file in the email. 

    Hope that helps. And, I apologize for any inconvenience! 

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  • Thanks for the reply Alejandro. Great suggestions, although the file is 316 KB - seems to be an issue with the automation component as is sends out fine when done manually...any insight here?

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  • Alejandro...any insight on this - the PDF is small in size...we shouldn't have to create an external link...what do you suggest?

     

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  • Hello Walter,

    I apologize for the delay in my response. Can you provide the workflow name? 

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  • We have just the 1: Trusted Platform

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  • Hello Walter,

    Thanks for that!

    I'll need to now create a ticket for us. This will help me ask for sensitive information regarding your Insightly Account. 

    Thanks for your patience! 

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