Insert Document LinkUpload a PDF document and SAM will convert it to a link that will allow download of the PDF on an email template. This feature eliminates attachments.
Note that documents linked on templates are public - anyone with the URL of the document can access it. For this reason, you should never upload sensitive documents onto a template.
1. Insert your cursor inside the template designer body.
2. Advanced Options > Insert Document Link
3. Choose the document from your local drive.
4. Enter the text for the Link. Click Save.
Insert Form Link
Include a link to a form for a record, such as the Home Study Form for a Family. This is very helpful for getting staff to a record which triggered an Auto Action.
Auto Actions Used On
Under Advanced Options there is a link titled " Auto Actions Used On" which opens a pop-up with a list of Auto Actions links that the template is used on.