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I have written an apex class that will create a PDF quote and attach it to an opportunity. I’m trying to figure out how I can access those attachments when I go to send an email from within SalesForce and then click on Attach File.
I want to figure out how to see another location in the drop-down show in the image above that has the PDFs attached to the opportunity.
So I took a slightly different approach. When I create the PDF as a note I also put a copy in a sub-folder in the Documents directory.
Now I can access that document from the Email Tab. I’m looking to add a trigger to clear out old quotes to keep the folder from getting too large.