Customizing the Email Attachment Representation

To customize the cosmetics of how email attachments are represented:
  1. To access the navigation pane, in the top-left corner of the screen, hover the mouse pointer over the icon.
  2. From the menu displayed, click Settings.

  3. On the Settings page, from the navigation pane on the left, click General.
  4. Under General settings, click Theme.
    The Settings :: Theme page is displayed, with the Logo tab open by default.

  5. Click the Email attachment customization tab.

  6. In the PDF section, enter the following details:
    Field Description
    *Logo To upload a logo image for the attachment:
    1. Click Browse.
    2. Navigate to the location of the image, select the image, and click Open.
    Note: The image size must be less than 5 MB.
    *Document title Name to be assigned to the PDF when is it is downloaded.
    Footer Footer content to be added to the PDF.
  7. In the CSV section, enter the Attachment file size limit (in MB).
    Note: This is a mandatory field.
  8. To apply the changes configured above, click Save.