Articles on: Messages

How to add an image or a document to your email

How to add an image to your email

To add an image to your email, click on the "image" icon located at the top of the email editor.

A window will open up for you to upload the image you want to include in your email. You can upload an image directly from your computer, Google Drive, Dropbox, Facebook, Instagram and other platforms.

How to add a document to your email

It is not possible to attach a document / file (PDF, DOC, XLS, etc.) directly to your email in Platformly. However, you can upload the file to "Your Vault" in Platformly and then add a link to the file in your email. To do this, select the "image" icon as previously explained and then select "Upload a File".

Select the file you want to add to your email, name the file as you want it to show in your email and select the file category where the file is to be stored (for internal purpose). Max file size: 2 MB.

The file will then be added to your vault and display as a link in your email.

Note, to delete a file that has been uploaded to your vault, click on your profile image at the top right of the page, select "Setup", then click on "Media" tab. You will then see a list of files that have been uploaded to your vault. Click on the 3 dot icon at the right of each file and you will see the option to delete the file.

Updated on: 20/04/2022

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