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Adding an attachment/file in a document template

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Information

 
Objective
How to add an attachment/file in a document template (Kigo V2)?
Environment
Email Templates
Procedure
You may follow these steps on how to add an attachment/file in a document template:
1. Upload the file on the File Manager page
a. Click Account > Tools > File Manager 
b. Click  New > Choose file > Upload

2. Copy the file link from the File Manager page and insert it in the document template:
a. Click Reservations > Setup > Document Templates
b. Click the document template to insert the link. Doc Template page opens.
c. Click Insert/Edit link icon 
d. Enter the URL and the Text To Display
e. Click Ok
f. Click Save
Additional Information

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