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    ezyVet

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        Client messaging

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          Manually send messages to clients

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          Automatically send messages to clients

          • About communication tasks

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            Communication task configuration

            • Message types that you can use with communication tasks

            • Communication task settings

            • Configure the time range that ezyVet uses to send messages

            • Add a file attachment to a communication task

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        Configuration of client contact records

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  5. Clients
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  11. Communication task configuration

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Communication task configuration

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Add a file attachment to a communication task

After a practice manager adds a file attachment to a communication task, they can tell the communication task to use it. As a result, each message that the communication task automatically sends includes the file attachment.

Prepare the file that you want the communication task to include.
Note: Only communication tasks for email messages can use file attachments.
Note: The Attachment tab of step 4 only shows for a configured communication task. Thus, if you make a communication task, you must save the settings of the new communication task before ezyVet shows the Attachment tab.
To add a file attachment, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Automated Tasks.
    The Automated Tasks setting in the settings list
  3. Select Communication Tasks.
    The Communication Tasks setting
    The left sidebar shows the configured communication tasks of your site.
  4. Select Attachment.
    The Attachment tab
  5. Drag the applicable file into the Add Attachment(s) box.
    The Add Attachment(s) box
The communication task has the file attachment.
Use the Send With Attachments box in the communication task settings to select the file attachment to include with automatic messages:

Trouble: If the communication task settings do not show Send With Attachments, make sure that you select With Attachments.
Parent topic: Communication task configuration
Related concepts
  • Message types that you can use with communication tasks
  • Communication task settings
Related tasks
  • Configure the time range that ezyVet uses to send messages

ezyVet
Practice manager

Last updated: January 2, 2025

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Related Articles:

  • Communication task configuration
  • Message types that you can use with communication tasks
  • Communication task settings
  • Configure the time range that ezyVet uses to send messages

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