Skip to main content
All CollectionsMailMail FAQ
How Do I Link An Existing File, Document, or Invoice To An Email?
How Do I Link An Existing File, Document, or Invoice To An Email?
Updated over 2 months ago

Related Questions:

  • Attach my Event Temple Documents to an outgoing email

  • Attach my Client Invoices to an outgoing email

  • How do I add file links to an email

  • Attach multiple invoices to an email

  • Send multiple Documents to a client

  • Attach a floorplan to an email

  • Link a floor plan to an email

Procedure:

  1. Click + New Email

  2. Compose your email as normal

  3. Click the File/Documents/Invoice Links button at the bottom of your email body depending on what you'd like to link

  4. Find the appropriate File/Document/Invoice from the list in the pop-up

  5. Click the Insert File/Document/Invoice Link button

  6. When ready, click Send

Additional Information:

  • If you'd like to add multiple links, simply click the File/Document/Invoice Links button again and select another item.

  • Rename the link by using the Insert Link function:

  • If the item you'd like to link is attached to a different Booking, you can copy the URL (copy to clipboard), and then attach it to the email using the Insert Link button.

  • Document templates cannot be attached to an email template. The document will need to be created within the Booking first before you can copy its unique URL to the email.

Did this answer your question?