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How to Attach Documents in Email Templates

Amar Ghose avatar
Written by Amar Ghose
Updated over 2 years ago

This process demonstrates attaching documents to your ZenMaid automated email templates.

  • From your ZenMaid dashboard, go to Settings > Notifications.

  • Under the Email Templates section, select which email template you want to attach a document to.

  • Obtain the shareable link of the document you want to share and copy it.

  • If you're using Google Drive to store files online, go to your Google Drive and create the document you want to attach.

  • If the file has already been uploaded, click on the “Share” button.

  • Select your preferred sharing option. Copy the link and click done.

  • Go back to the ZenMaid email template you selected.

  • On the email body, type in something to link your document into.

  • Highlight the text you made and hit Ctrl + K (on Windows) or Cmd + K (on Mac).

  • You may also click the link button.

  • A new window will pop up where you can paste your document's URL (under the To What URL Should This Link Go? field).

  • Click on the Insert Link button.

  • Once done, hit the Save Changes button.

Keywords:
attach documents in email, link documents in email, add a checklist, attach checklist

Updated on 30/01/2023.

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