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Can I add a Document Link to an Email Template?
Can I add a Document Link to an Email Template?
Updated over 4 months ago

Related Questions:

  • Can I make sure Documents are linked when I use an Email Template?

  • How do I attach my Contract Link to my Email Templates?

  • How do I add in a URL for my Proposal to an Email Template?

Answer:

Yes! When editing an Email Template, you can add the merge field for "Html Url" (see below).

When you use the template to share a Document it will pre-populate the Document Link.

Important! A Document must be created within a Booking for it to be attached to the Email Template using the HTML URL. You are unable to send Document Templates that have not been generated via a Booking.


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