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How to Add Images, Documents, or PDF's to an Email

Overview

This overview explains how to add images, documents, pdf's or any file to an email or an email template.

Upload File to the Cloud

In order to send an item to a customer it must either be attached as a file to the email or uploaded to the cloud and attached as a link. StudioCloud offers CloudStorage for you which can be used to upload items to the cloud.

How to Add An Image, Document, PDF or File To An Email From The Send Email Window

  1. Go to the Send Email window
    1. The send email window can be accessed from many different locations. One way to access it is to do the following:
      1. Edit a client
      2. Click the Email menu option
      3. Click the Send Email menu item
  2. Click the Insert tab
  3. Click the Upload File button
  4. Select the desired file
  5. Copy the link in the Upload URL and paste it into the email
    1. You can also highlight the desired text and click on the hyperlink icon on the top to make it a link

How to Add An Image To An Email Template

  1. Create or Edit an email template
    1. Click here for a tutorial on how to create or edit an email template
  2. Click the Actions tab
  3. Click the Upload Image/File button
  4. Select the desired file
  5. Copy the link in the Upload URL
  6. Click the icon that looks like a painting of a house and paste the URL for the image there

How to Add A Document, PDF or File To An Email Template

  1. Create or Edit an email template
    1. Click here for a tutorial on how to create or edit an email template
  2. Click the Actions tab
  3. Click the Upload Image/File button
  4. Select the desired file
  5. Copy the link in the Upload URL and paste it into the email template
    1. You can also highlight the desired text and click on the hyperlink icon on the top to make it a link

How to Upload An Image, Document, PDF or File to CloudStorage From The Cloud Storage Manager

  1. Go to the Cloud Services component
  2. Select the CloudStorage tab
  3. Click the Manage CloudStorage button
  4. Click the Upload Files menu option
  5. Click the Upload File option
  6. Find the file you want to upload and click Open
  7. Sort the table either by the File Name or the Date and find the file you just uploaded
  8. Click the Share button
  9. Copy and paste the URL button from the popup that opens