I spoke with a client who asked me to raise an idea on his behalf.
With the new data protection coming in next year. A lot of companies are changing the way they handle documentation and are not storing locally on their machines.
When using the documents tab, you must first save the file on a computer, click add and then navigate to the locally or network stored file. Then add it to the documents tab via the attachments folder.
As they cannot save the file first, they wish for a way of performing a mail merge and then have it automatically attach to the documents tab.
This may already be coming in the new outlook integration but I thought it pertinent to raise this.