Manage Attachments

To add or edit attachment, go to:

Marketing >> Email Attahments >> Manage Attachments

How to create new attachment

To start, click on the button "Create new Attachment". Bellow are explained all settings.

1. GeneralĀ Settings

1. NameĀ - Just a name for identification

2. Attachment File Name - attachment file name with an extension. Visible in the email client for receiver.

There is possible to use the following variables in attachment name:

  • %increment_id
  • %entity_id
  • %created_at

For example: invoice_%increment_id.pdf

3. Sort Order - Number. This options lets you sort attachments if there are more than one in one email. For example invoice pdf and terms & conditions. An attachment with the smallest sort order number will go the first.

4. Attachment Type - by default there are available 4 different attachments types:

  1. Custom file - if you will choose this option, the form will be extended with file upload form, and you will be able to upload your custom file. To replace existing file, just upload new one on the top.
  2. Invoice PDF - invoice pdf document generated by Magento. This option works only with the following email templates:
    1. New Invoice
    2. New Invoice for Guest
    3. Invoice Update
    4. Invoice Update for Guest
    5. Other templates which has $invoice object as variable.
  3. Shipment PDF - shipment pdf document generated by Magento. This option works only with the following email templates:
    1. New Shipment
    2. New Shipment for Guest
    3. Shipment Update
    4. Shipment Update for Guest
    5. Other templates which has $shipment object as variable.
  4. Credit Memo PDF - credit memo pdf document generated by Magento. This option works only with the following email templates:
    1. New Credit Memo
    2. New Credit Memo for Guest
    3. Credit Memo Update
    4. Credit Memo Update for Guest
    5. Other templates which has $creditmemo object as variable.

Note: The extension by default hasn't possibility to attach Order PDF document, because Magento 2 hasn't possibility to generate Order PDF document.

If you need to have Order PDF document, we are suggesting to try our PDF Invoice Pro extension, which is compatible with this extension.

2. Email Templates

In this tab you can choose templates where attachment should be attached. On this list are loaded all templates from Marketing >> Email Templates page.

Note: If you can't find some template, please follow these steps:

  • Go to Marketing >> Email Templates
  • Click on the button: Add New Template
  • In the tab Load default template, choose from the list missing template and click on Load button.
  • Enter a template name
  • Click on Save Template.