option to add a file in snippet

[Jayeshurath]

Option to add a file in the snippet;

I have a file like a copy of our terms and conditions, or W9 that I need to share with my customers, cant I upload it and keep it so that I can use it as a template every time a customer reaches out?

[JYEnviro]

did you get a resolution to this? I am having the same issue. I used to be albe to insert a file and now I only have an option for a url link?

[Jayeshurath]

@JYEnviro 

We were tired of waiting and moved to Zendesk

[airwolfke]

But it seems you need to enter the recipients email to create a link to follow their participation with the file?

[karstenkoehler · Accepted solution]

Hi @Jayeshurath,

You could upload those files in the file manager. Once uploaded there, you can grab the link of each file and place them into your snippet as a hyperlink.

Hope this helps!

[RKranendonk]

I have uploaded my files to the file manager, but if I want to create a link, I have to share it with a specific email address. I want to create a snippet that automatically links to certain files that I can use in my conversations.

[Jayeshurath]

Thanks Mate 🙂