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When someone attaches an RFQ, a spec sheet, a price list or a photo, an agent can read it and use what is in it to write the reply. Some teams want that. Others would rather nothing inside an attachment reaches a draft. It is a single switch.

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Turning it on or off

Go to Tactics → Agent Inbox → Settings and find Use attachments. It is on by default. The switch applies to drafting for that agent. It does not change what you can open yourself, and it does not affect documents you shared deliberately through a document storage connection, which have their own Allow document lookups switch.

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What happens when it is on

The agent opens what was attached and uses it the way you would. A few limits keep this quick and predictable:
  • Up to five attachments per email
  • Up to 10 MB in total across those files
  • Up to 5 MB for a single image
  • Signatures, logos and other small inline images are skipped so they never take the place of a real attachment
If a file cannot be read, because it is encrypted, corrupt or an unusual format, the draft says so honestly rather than guessing at what was inside, and asks one narrow question about the detail it is missing.

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What happens when it is off

The draft is written from the words in the email and nothing else.
  • The attachment is not opened, downloaded or read
  • No text or image is pulled out of it
  • The draft never mentions an attachment, never refers to what was in one, and never asks the sender to resend anything
That last point matters. A reply that says “I could not open your file” is still a reply shaped by the attachment. With the switch off, an agent writes as though the message arrived with nothing attached at all.
Filing and prioritising still work normally. An email with an attachment is still recognised, ranked and filed the way it should be. The switch governs what goes into a draft, not what Emanate notices.

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What is kept

The file itself is never copied into Emanate. It stays where it has always been, in your mailbox. When an attachment is read, a short extract of its text is kept alongside the email record so the same file is not opened twice. That extract is capped at roughly 8,000 characters per file. Images are looked at while the draft is being written and nothing from them is stored. With the switch off, nothing is read and nothing is kept.

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Next steps

Sensitive data

Every control over what an agent can see

Data retention

What is stored and for how long