Emailing Attachment Links from a Case

The attachment email workflow sends secure, expirable links. It does not attach the underlying files directly to the email.

Email the selected attachments

  1. Open the case's Attachments tab and select the intended items.
  2. Use the available email action.
  3. Review recipients, subject, message, and the selected attachment list.
  4. Review the secure-link access and expiration settings offered by the workflow.
  5. Send only after confirming that the recipients should have access.

Required permissions

You need both Download Attachments and Send Case Emails. The case must allow the action.

Cloud attachments

For an external link, confirm that the recipient can access the source file through its provider. Receiving a CaseWyze link does not grant Google Drive, OneDrive, or SharePoint access.

If the recipient cannot open the item

Check whether the secure link expired, was revoked, reached its access limit, or requires a password or specific email. For a cloud file, also review the source URL and provider permissions.