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Invoices in the email, with a property token

October 27, 2026

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A client Ryan Ginsberg is working with has another system putting invoices into the company records, so people can get quick access to the PDF. The limit he ran into: "we have a UI extension with a quick action to create the email, but that quick action we can't really set the body content with images in the current state."

His read of image display on file properties: "I think now with this we can just simply put in the property token and send the email." (A property token is a placeholder that pulls a record's value into the email.)

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