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How do I upload a document so I can create a link to it?

Mar 2, 2019 1:31 PM
Joined Jun, 2018 385 posts

How do I upload a couple documents that I can link to them in the agreement or email?

In the same way you have the two Travel Insurance docs uploaded...

Mar 2, 2019 2:18 PM
Joined Jun, 2016 1099 posts

Now I think you just click a little up[load button when editing a template

Mar 2, 2019 3:04 PM
Joined Jun, 2018 385 posts

Can we create a custom template? This is something different than just a legal agreement or email template. This would be a few documents I would like to create a hyperlink to, FROM email, legal agreement, etc.

Paul W
Mar 5, 2019 11:07 PM
OR Team Member Joined Jun, 2009 800 posts

Yes, do that under your global Files. Click the Account button drop-down (top right) and Files. There you can upload any type of file. Once uploaded, the button on each file will give you a "copy link" you can use in any email or renter agreement. BlueMtn is also correct that you can embed/upload inside any email or renter agreement at that moment.