Attaching/Linking a File in All Emails.
To streamline your email communications in HirePOS, consider storing frequently used PDF files, such as company flyers or terms and conditions, in a publicly accessible online location. This lets you easily include links in your email templates instead of attaching files each time.
Steps to Add Links to Email Templates
Upload Your Files:
Upload your PDF files to a subfolder on your website or a public cloud storage service. (like Onedrive, Dropbox Google Drive or similar)
Ensure the files are accessible via a direct and public link (e.g.,
www.anydayhire.com/docs/mydoc.pdf).
Access Email Templates in HirePOS:
Navigate to Setup > Preferences > Email Templates & Settings.
Insert Links:
In the email template editor, paste the URL of the uploaded document where you want the link to appear.
Use the Advanced TinyMCE editor to format links as desired (e.g., hyperlink text).
To open the Advanced TinyMCE editor, click the [tT] icon in the top right corner of the Email Message editor
From here click Insert > Link and setup the link as desired.
By using this method, you can efficiently share important documents without the need for repeated attachments, enhancing your communication process in HirePOS.