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Attach Files and Create URL Links to Files

Send emails with file attachments straight from a contact record
We have now extended out our email marketing service so that you can send out individual emails directly from inside a contact record which are sent via our...
Wed, 23 Dec, 2020 at 1:55 AM
Can I attach my files from the file repository onto an email in my CRM account?
Yes you can create an email template via the internal pop up email service and then attach your files directly from the file repository to the email.  T...
Wed, 23 Dec, 2020 at 2:01 AM
How to create a URL hyperlink to a file inside the Files repository
In order to create URL links to PDF documents stored inside the Files repository you will need to contact our Support Helpdesk for a unique ID number which ...
Wed, 23 Dec, 2020 at 2:12 AM
How to create URL links to Word and Excel documents inside the File Repository
Firstly for a URL link to be created for each document – the document must be saved inside the File Repository - you can save inside a folder but our advice...
Wed, 23 Dec, 2020 at 2:12 AM