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Sydnee Client Portals
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Ceating templates & attaching documents within them
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Scarlet Parrot
Feb 22, 2026

When building a template: It would be helpful to attach documents in the intro section of the template (such as an attachment icon, like in an email) that are sent to clients, allowing them to easily download or print the files instead of navigating back to the Files folder to retrieve them.

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