Related Questions:
Attach my Event Temple Documents to an outgoing email
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Procedure:
Create an email by following the steps outlined here
Once you are ready to link your Document, click the File/Documents/Invoice Links button at the bottom of your email body
Find the appropriate File/Document/Invoice from the list in the pop-up
Click the Insert File/Document/Invoice Link button
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.