Preview emails and attach files in pre-update status

As a buyback team, we change offer statuses a lot (On Hold, Not As Described, etc.). When we do, an email goes out to the customer—but we can’t see what that email actually looks like without digging back into Workflow settings. That slows us down and sometimes leads to mistakes.

Another hiccup: when we set a status that shares files with the customer (like Not As Described or the On Hold variants), it’s easy to forget to jump to the main Files section first. That means customers sometimes get a status update without the photos or documents they need to understand what’s going on.

Example:
I’m updating Jack’s offer to On Hold – Needs Photos. Before I click update, I want to preview the email so I can confirm it says “Hi Jack” (not a shortcode) and shows the exact message that will be sent. Right below the Reason field, I want to drag in two inspection photos—without leaving the screen—so Jack gets everything in one go.

What we’re asking for

• A real-time Preview Email button on every status update screen that sends emails. The preview should render with real data (e.g., “Jack” instead of a shortcode) and match the final email exactly.

• A lightweight Files area right under the Reason field for statuses that share files with customers (e.g., Not As Described, all On Hold). If files already exist in Offer Details, show them here and let us add/remove before sending—so the customer always gets the correct attachments.

This would help us work faster, reduce back-and-forth with customers, and ensure every status update is clear and complete.