You can link uploaded files (such as PDFs or floorplans) within a Document Template using a URL.
Step 1: Upload and Copy the File URL
Go to Settings → Templates & Files → Files
Locate your file
Click the file name to open it
Copy the URL from your browser
Step 2: Add the Link to Your Template
Open your Document Template and add the link within a text box.
Option 1: Add a Text Link
Select the Text Box element
Click the link icon
Paste the file URL
Enter display text (e.g., “View Floor Plan”)
Choose whether to open in a new tab
Click Insert → Apply → Save
Option 2: Link an Image
Add or select an image in a Text Box
Click the link icon
Paste the file URL
Choose whether to open in a new tab
Click Insert → Apply → Save
Summary
Files must be uploaded first. You can then link them in a template using either text or images.