User running a Transaction Bulk Email using Mass Update is only sending attachments with an HTML file, even if the Email Preference in the Customer record is set to PDF.
Users can send Bulk Emails with a PDF attachment by following the steps below:
- Navigate to Home > Set Preferences
- Click Transactions
- Transaction Email Attachment Format: Select PDF
- Click Save
Note: This change will apply at a user level only. Applying the preference at the company level is not yet available in the system, but you can set the preference on a role level.