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

Updated

Overview

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

How to Add An Image To An Email From The Send Email Window

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.

  1. Edit a client
  2. Click the Email menu option
  3. Click the Send Email menu item 
    • Send Email.png
  4. Click the Insert tab
  5. Click the Upload File button 
    • Upload Photo.png
  6. Select the desired file
  7. Click the icon that looks like a painting of a house and paste the URL for the image there 
    1. image_url.png
  8. Paste the image you selected into the URL box shown below. To paste you can either use a hotkey or right-click on the 'URL' text field and the menu shown below will appear. 
    1. paste.png
    2. pasted.png
  9. Click the OK button

How to Add An Image To A Text Message Window

In order to send an image to a customer it must be uploaded to the cloud and attached as a link.

  1. Edit a client
  2. Click the Text menu option
  3. Click the Text Client menu item
  4. Click the Upload File button under the Actions tab 
    • send_text_message_upload_file.png
  5. Select the desired file
  6. Paste the link into the text message window 
    • paste_link.png

How to Add An Image To An Email Template

In order to add an image to an email template it must be uploaded to the CloudStorage first and then added to the email template.

  1. Create a new email template or edit an existing email template
  2. Click the Actions tab 
    • Default_location_for_employee.png
  3. Click the Upload Image/File button 
    • upload_image_button.png
  4. Select the desired image
  5. Click the icon that looks like a painting of a house and paste the URL for the image there 
    1. image_url.png
  6. Paste the image you selected into the URL box shown below. To paste you can either use a hotkey or right-click on the 'URL' text field and the menu shown below will appear. 
    1. paste.png
    2. pasted.png
  7. Click the Ok button

How to Add An Image To A Text Message Template

In order to add an image to an email template it must be uploaded to the cloudstorage first then added to the text message template.

  1. Create a new text message template or edit an existing text message template
  2. Click the Auto Populate tab 
    1. auto_populate.png
  3. Click the Upload Image/File button 
    1. upload_image_button.png
  4. Select the desired image
  5. Copy the link in the Upload URL and paste it into the text message template
    1. paste_to_text_template.png
  6. Click the OK button

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

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.

  1. Edit a client
  2. Click the Email menu option
  3. Click the Send Email menu item 
    • Send Email.png
  4. Click the Insert tab
  5. Click the Upload File button 
    • Upload Photo.png
  6. Select the desired file
  7. Select the desired file
  8. Copy the link in the Upload URL and paste it into the email
    • You can also highlight the desired text and click on the hyperlink icon on the top to make it a link

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

  1. Create or Edit an email template
  2. Click the Actions tab 
    1. Default_location_for_employee.png
  3. Click the Upload Image/File button 
    1. upload_image_button.png
  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 Cloud Settings tab
  3. Click the Manage CloudStorage button
  4. Click the Upload Files menu option
  5. Click the Upload File option 
    • Upload File.png
  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