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5.13. Attaching Documents to Messages
Updated 04.12.19
So you want to embed or attach a Word, Excel, PDF or other file? Super simple, just use our document manager to UPLOAD your file, and we'll automatically link to it via your NewPanda message!
Click here to read about why NewPanda can't allow actual PDF or other attachments - and see your two EVEN BETTER alternatives below.
Option 1: Use the Document Manager to upload your document, and NewPanda will automatically LINK TO IT from your your eMessages.
Note: When using the Document Manager, be sure your document is named appropriately
- Remove all spaces from your document name ("My Document" becomes "MyDocument")
- Remove all characters from your document name. Characters like # @ ! * < > " ) ( [ ] etc., may cause fatal errors
The document manager is a universal feature that can be used to load documents for eMessages, web sites, and as an integration tool with other software programs. As such, it allows a wide range of image file types to be uploaded. Please keep in mind that your recipients will need to have the software required to open your document. Obscure file types or software programs (such as LOTUS or Powerpoint) may not be widely available to your recipients, so you should try to use popular file types such as Microsoft Word, Notepad, or PDF.
1. Place your cursor in the position at which you would like to insert the link to your document, or select the text or image that you'd like to link to the document
2. Click the Document Manager icon
3. When the document manager box opens, click on an existing filename to select a document that's already in your library, or click the Upload button to browse for and upload a new cocument.
4. To upload a new document, click the Select button and browse for the document you want. You can upload multiple documents at one time. Use the Add button to browse for additional documents to upload. The more documents you upload at once, the longer the process will take.
5. To select a document to link to once it's been uploaded, click on the file name. Click the Insert button to insert the selected document.
6. Be sure to test your eMessage including the document links before sending to your live list.
Option 2: Use a URL Path for documents in your eCommunications.
If providing your own code for an eMessage, you will need to host all of your documents on your server and use absolute URL paths to point to those documents.
Be sure your image path is complete (beginning with http://www....) and be sure to test your message including the document paths before sending to your live list.
Example: <img src="http://www.website.com/email/documents/document23.pdf">