> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getray.info/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Attachments

> The CRM Attachments screen of the RAY admin portal lists documents sent to clients, with the client's name, unit, phone, email and ID number, how many times each was opened, and actions to view, resend, edit and delete; attachments are imported from an Excel file and a ZIP of documents. Found under Community → CRM Attachments.

## Summary

The **CRM Attachments** screen in the RAY admin portal holds documents sent to individual clients, such
as contracts or statements. Each row is one attachment for one client, with the client's contact
details and how many times it was opened. Attachments are added in bulk with **Import**.

## Where to find CRM Attachments

* Menu: **Community → CRM Attachments** (Arabic: **المجتمع ← مستندات CRM**)

## Who can access CRM Attachments

CRM Attachments is shown only to users with an **Admin** role that includes the CRM attachments
feature.

## CRM Attachments list columns

| Column                                     | Meaning                                                                             |
| ------------------------------------------ | ----------------------------------------------------------------------------------- |
| **ID**                                     | Attachment number.                                                                  |
| **Client Name**, **Unit Name**             | Who the attachment is for, and their unit.                                          |
| **Phone Number**, **Email**, **ID Number** | The client's details.                                                               |
| **Sent on**                                | When the attachment was sent.                                                       |
| **Opened/Attempted**                       | Times the attachment was opened / times opening was attempted, for example "2 / 3". |
| Actions                                    | **View**, **Resend**, **Edit** and **Delete**.                                      |

## How to import CRM attachments

1. Open **Community → CRM Attachments** and click **Import**.
2. Under **Select File**, choose the Excel file (XLSX or XLS) listing the clients.
3. Under **Select Zip**, choose the ZIP file with the documents.
4. Click **Import**.

The portal notes: "The import make take some time. After it is completed, attachments will be
added."

## CRM attachment actions

* **View** opens the attachment in a new browser tab.
* **Resend** asks "Are you sure you want to resend `<client name>` the notification for this
  attachment?" and sends the notification again.
* **Edit** changes the **Client Name**, **Phone Number**, **Email**, **ID Number** and **Unit Name**.
* **Delete** removes the attachment.

## Common questions about CRM attachments

### How do I know whether a client opened their document?

Check the **Opened/Attempted** column. The first number is how many times it was opened.

### A client did not receive their document. What do I do?

Check the client's **Phone Number** and **Email** with **Edit**, then use **Resend**.

## Related pages

* [Community](/community/overview): the other Community screens.