Table of Contents

Overview

Learn to add attachments to your website emails, such as PDFs, word documents, and more.

Required Permissions

  • Editor

  • Admin

Uploading the Document 

To access the Document Upload, follow the steps below depending on your access role. 

  1. Admins: Hover over Admin bar in the left hand corner of the screen, select Document Upload.

  2. Editors: Hover over Admin in the main navigation, select Main Tools, and then Document Upload.

Once in the Document Upload area:

  1. Select the appropriate folder or click Add New Folder at the top to add more.

  2. Click the green plus sign to upload a document.

  3. Select the document(s) to upload.

Adding the Hyperlink

  1. Open the Editor to edit the content of the email, and begin composing the email.

  2. Highlight the text to link to the document.

  3. Click the Hyperlink button on the right side of the toolbar.

  4. Select Document Link.

  5. Double Click the document to link.

  6. Click Save to continue with the steps of sending an email.

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.

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.