Ability to Add attachments to emails | Feature Requests

Ability to Add attachments to emails

Abigail Super

Some times I need to send clients additional reports that Keeper doesn't generate. I would love to be able to add an attachment to emails sent to clients from Keeper.

April 18, 2023

Grace Lewis

Merged in a post:

Need to be able to add attachments to outbound client messages (similar to how you can add attachments to outbound emails from the 'inbox')

Jack Mesplay

March 5, 2025

Jack Mesplay

Need to be able to add attachments to outbound client messages (similar to how you can add attachments to outbound emails from the 'inbox')

Grace Lewis

Merged in a post:

email with attachments

Mary Stuessy

February 25, 2025

Kati Olson

I would love to be able to add attachements to my email. I have a report I can't put in custom reports and so I have to upload it to "non-transactions" questions every month so my client can download it....I just want to attach ti the email

Sharon Sheekey

Yes please, my clients do not understand why I am sending them a question when its not.

Kaela Coble

This would be so helpful, as I sometimes need to attach an additional analysis spreadsheet and would like to be able to find the record in the portal!