How do I Email a PDF as an Attachment?¶

The Potentiality Platform sends email attachments as links to uploaded documents from the PTLY browse file server. 

There may be times when you want to email an image (perhaps the front cover of a PDF) which is linked to a PDF so that when users click on the image, the PDF then opens and can be read/downloaded from there.

Please view the short 7 minute video below for instructions on how to achieve this (if you simply wish to display the PDF as a URL then you can do by following the instructions displayed under the video):

NOTE: Please click on the icon shown below in the bottom right hand corner of the screen to display the video in full screen mode for easier viewing.

Alternatively, if you simply want to create a link to a PDF on your server file then you can follow the instructions below:

• Begin composing the email and type in the text that you wish to link the PDF too e.g. School Order Form (as highlighted below).

• Click on the link icon found to the left hand side of the screen > click the 3 dots to the right of the URL field.

• Double click on the PDF that you wish to link to. See below:

NOTE: If you cannot see the PDF you need to link to, you can run a search filter or upload it by clicking on the grey box in the top right hand corner of the screen which will open up additional options.  See below:

• Upon selecting the relevant PDF, a pop up similar to the one below will display. Select Open in a new window checkbox> OK.  

• You can now send the email with the link to the PDF.

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