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This will attach the document in the email. Click Save to continue with the steps of sending an email.

FAQs

Q: How can I make it so members don’t have to login to view the document?

A: Going back to the “Document Upload” in the “Admin” bar you can unselect the box on the right of the document labeled “Secured”. When a document is set as secured it requires a login to view it.

Q: Can I use an image instead of text to link to the document?

A: Yes, just select the image instead of text and follow the same instructions for adding a hyperlink.

Best Practices

1. If you’re sending a document that has secure information, it will be best to keep the document secured so members must login to view it. This should reduce the chance of the member forwarding the email to a non-member. (Note, documents can still be downloaded and saved).
2. If you must send longer content via email, try putting the content into a document or PDF. This way, members may download the document or PDF, instead of reading a lengthy email.

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