Feature Request: Reusable PDF Attachments for Outgoing Emails

Feature requests Completed Features
1

It would be useful to centrally store reusable PDF documents in Zammad and attach them to outgoing emails.

Examples:

  • Terms & Conditions
  • Cancellation Policy
  • Warranty documents
  • Other legal or contractual PDFs

Ideally, these files could be:

  • selected manually when writing an email
  • added through macros
  • attached automatically via triggers or rules

A central document management area would be especially helpful, so updated PDFs only need to be replaced once.

This would make workflows for quotations, contracts, and other emails with mandatory attachments much easier and more reliable.

2

Hello @Cloud,

One suggestion could be to set up Knowledge Base articles in Zammad, with the PDFs as attachment and maybe a default reply.

Then the agent could call the page with “??” using the Knowledge Base — Zammad User Documentation documentation functionality.

It is not automated for sure, but would at least cover the “selected manually when writing an email” use case.

Best,
Skip

1 Like
3

If you include a knowledge base answer in your reply, any attachments included in the knowledge base will also be added to your answer.

You can build a library of frequently sent attachments in the knowledge base. If this doesn’t cover your use case, please let us know.

4

Answering on completed features threads is not possible for normal users like OP. I did that way back then to allow completed feature request to go “silent” and thus clean from questions etc. Also I’d like to agure that this is rather a workaround.

Because it’s not fullfilled:

  • selected manually when writing an email
  • added through macros
  • attached automatically via triggers or rules

The first one yes, somehow, but not convenient when you just look for attachments.