Enabling Attachments in Your Output Workflow
To include the payment attachments in your Print & Mail orders, you’ll first need to enable the option in your Output Workflow.
Go to Settings → Workflows → Outputs, then create or edit an Output. Under the Print & Mail Checks tab, you’ll see the option “Automatically include external payment attachments.”
By default, this setting is turned off. When enabled, all payment attachments will automatically be marked as External, which means they’ll be included in the Print & Mail order unless you choose otherwise later. If you’ve configured your Output Workflow to automatically send a digital copy of the payment to the payee, any attachments added to the payment will also be included in that email.
If this option is not enabled, attachments will not be included in the Print & Mail order and in the email to the payee.
⚠️ Important: Attachments are printed in black & white and included in the check envelope. Only PDF attachments are supported for Print & Mail.
Selecting Attachments Before Mailing
When you click Mail from the Disbursement tab, the preview modal will show any attachments associated with each payment.
For payments that include attachments, you’ll see:
The number of attachments (clickable to view details)
The total number of pages across those attachments
By default, all attachments are selected to be included. If you don’t want to include a specific attachment, you can turn off its External toggle. Only attachments marked as External will be sent with the Print & Mail order.
If a payment does not have attachments, no attachment option will be shown.
How Attachments Affect Pricing
When attachments are included, they are treated as overflow pages. The total cost and page count update automatically in the preview modal to reflect:
The check itself
Any remittance or overflow pages
All selected attachment pages
What Happens After the Order Is Placed
Once the order is submitted:
Attachments are included in the printed package along with the check
The total pages and cost in the Print & Mail table reflect any included attachments
When viewing the order details, attachments are shown as part of the overall page count
If no attachments are selected, then only the check (and any standard remittance pages) will be mailed.
Attachments in Payee Emails
If your Output Workflow is configured to send an email when checks are mailed, and attachments are enabled, those same attachments will also be included in the email sent to the payee.
If either of these settings is not enabled, attachments will not be included in the email.
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