Difference between revisions of "Email - Attaching Files"
From All n One's bxp software Wixi
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==Overview== | ==Overview== | ||
BXP does not support directly attaching files to emails generated by the system, however you can instead upload files that are intended for download to the dedicated storage folder of your BXP system and link these for download in your email instead. This article will cover how to do step-by-step. | BXP does not support directly attaching files to emails generated by the system, however you can instead upload files that are intended for download to the dedicated storage folder of your BXP system and link these for download in your email instead. This article will cover how to do step-by-step. | ||
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''Main Menu > System Access Management > System Management > Custom Folder - File Upload'' | ''Main Menu > System Access Management > System Management > Custom Folder - File Upload'' | ||
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To upload a file, click on the "Choose File" button and then navigate to the location on your local device that the file is stored in and select it before clicking "Open", or double click on it. Afterward, click on the Upload File Button to begin the transfer. Please be patient with the upload process as it may take some time if the file is large. | To upload a file, click on the "Choose File" button and then navigate to the location on your local device that the file is stored in and select it before clicking "Open", or double click on it. Afterward, click on the Upload File Button to begin the transfer. Please be patient with the upload process as it may take some time if the file is large. | ||
| + | [[File:Custom_Folder2.jpg]] | ||
Please note that files uploaded to the custom folder are uploaded to the "Web Tier" of BXP, this means any files here are publicly downloadable by anyone who has a link to the file, even those without a BXP Login. | Please note that files uploaded to the custom folder are uploaded to the "Web Tier" of BXP, this means any files here are publicly downloadable by anyone who has a link to the file, even those without a BXP Login. | ||
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====Embed Download Link into Email==== | ====Embed Download Link into Email==== | ||
| + | Once you have your file uploaded to the server, copy the link that is displayed on screen, this link will allow anyone who has it to download the file from the BXP infrastructure. | ||
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| + | [[File:Custom_Folder3.jpg]] | ||
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| + | Paste the link into the body of your email template. Options under the HTML Email Sending section of the BXP Communications Module and options for email sending under the configuration for Form outcomes support using a HTML link tag in addition to plain text. | ||
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| + | A HTML link in a Comms Centre email. | ||
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| + | [[File:Email_Link1.jpg|800px]] | ||
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| + | A plain text link in an outcome email. A HTML Link like the one above could be used here also. | ||
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| + | [[File:Email_Link2.jpg|800px]] | ||
Latest revision as of 14:02, 3 March 2023
1 Overview
BXP does not support directly attaching files to emails generated by the system, however you can instead upload files that are intended for download to the dedicated storage folder of your BXP system and link these for download in your email instead. This article will cover how to do step-by-step.
2 Process
2.1 Upload the File
The First step in this process is to upload the file to your BXP System's Custom Folder, a dedicated storage space for your system. This can be done using the Custom Folder File Uploader utility which can be found under the System Access Management module of BXP via the navigation path below.
Main Menu > System Access Management > System Management > Custom Folder - File Upload
[[File:Custom_Folder1.jpg]|800px]
To upload a file, click on the "Choose File" button and then navigate to the location on your local device that the file is stored in and select it before clicking "Open", or double click on it. Afterward, click on the Upload File Button to begin the transfer. Please be patient with the upload process as it may take some time if the file is large.
Please note that files uploaded to the custom folder are uploaded to the "Web Tier" of BXP, this means any files here are publicly downloadable by anyone who has a link to the file, even those without a BXP Login.
For more information on the Custom Folder, see our dedicated article here.
2.2 Embed Download Link into Email
Once you have your file uploaded to the server, copy the link that is displayed on screen, this link will allow anyone who has it to download the file from the BXP infrastructure.
Paste the link into the body of your email template. Options under the HTML Email Sending section of the BXP Communications Module and options for email sending under the configuration for Form outcomes support using a HTML link tag in addition to plain text.
A HTML link in a Comms Centre email.
A plain text link in an outcome email. A HTML Link like the one above could be used here also.
