Email Attachments Manager

The Email Attachments Manager module for Dolibarr is designed to simplify and optimize the management of attachments when sending emails directly from the ERP. It automatically searches for and suggests all relevant documents related to the current context, allowing users to attach the right files in just a few clicks.

By intelligently gathering documents linked to third parties, products, documents, and related elements, Email Attachments Manager ensures faster, more accurate, and more professional communication with customers, suppliers, and partners.

Key Features

Automatic attachment detection
The module automatically retrieves files linked to:

• The third party related to the current document
  

• Products included in the current document
  

• Attachments of the current document
  

• Attachments of related elements (quotes, orders, invoices, contracts, supplier orders, supplier invoices, interventions, contracts, GED)
  

• Training session attachments when used with the AGEFODD module
  

Easy attachment selection
Quickly select and add relevant files when composing emails in Dolibarr.

Seamless Dolibarr integration
Works directly within Dolibarr’s email sending interface, without disrupting existing workflows.

Time-saving and efficiency
Eliminates manual file searches and reduces the risk of forgetting important documents.

Professional communication
Ensures all relevant documents are included, improving clarity and professionalism in email exchanges.

Use Cases

✔ Sending quotes, orders, or invoices with all related documents attached
✔ Sharing product documentation with customers
✔ Communicating efficiently with suppliers and partners
✔ Attaching intervention reports or contract documents
✔ Managing training-related documents with AGEFODD

Security and Control

Access restricted to authorized users
Full respect of Dolibarr user roles and permissions
Controlled access to sensitive documents
No modification or duplication of stored files

With Email Attachments Manager, simplify your email workflows in Dolibarr, ensure complete and accurate attachments, and deliver professional, efficient communication every time.

Demonstration:

Email Attachments Manager

Login: demo

Password: demo