Practice Documents

The library lives alongside your templates and images in Design & Templates. Each document has a name and a description, so "Onboarding Guide" is easy to find even when the file itself is called og-v7-final-FINAL.pdf — and the whole library is searchable by name, description, or file name.

When a document changes — new fees, new wording, new branding — replace it in the library and every workflow step that references it sends the new version from then on. No hunting through workflow templates for stale attachments.

Wherever you write an email in Sodium, the composer has an attach-from-library button. Search the library, tick the documents you want, and they're attached — no downloading the file to your machine just to upload it again. That works in:

• The mailbox — new messages and replies
• Manual workflow step emails, before you hit send
• Bulk emails to your whole client base

Spot a file that isn't in the library yet? Upload it right there in the picker — it's attached to the email you're writing and saved to the library for next time.

The real power comes from putting attachments into your process. A Send Email workflow step can specify practice documents to attach every time it runs — the onboarding pack on your new-client workflow, the records checklist on the year-end chase.

In automatic mode, the documents are attached and sent with no one touching anything. In manual mode, they appear pre-attached in the composer — the assigned user can remove them or add others before sending, just for that send.

And it's safe by design. A document that's attached to a workflow step or an unsent bulk email can't be deleted from the library, and an email is never quietly sent without an attachment it promised — if a document ever goes missing, the step stops and tells you why instead.

Attach practice documents to a bulk email and every client's personalised copy includes them — the new fee schedule to everyone, the tax-year checklist to every self-assessment client. The preview shows exactly what will be attached, and the test send delivers the real files to your own inbox so you can check them before anything goes out.

Each email can carry up to 10 practice documents with a combined size of 15MB — enough for real paperwork, small enough to actually arrive. The composer keeps a running total as you pick, so you know before sending, not after a bounce.

Attachments are resolved on the server at send time. Your browser never uploads or downloads the files just to attach them, so composing stays instant — even when the attachment is a chunky brochure and you're sending it to two hundred clients.