To add a file attachment to your email template, create a link to the document contained in the File Cabinet. Do not embed the file directly into the template.
For example, you might create a template which contains links to a PDF instruction manual, terms and conditions, or even an instructional video.
The procedure below refers specifically to email templates, but applies equally to all template types using the HTML editor.
To attach a download file link to a template:
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Locate the file you want to link to in the File Cabinet.
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Click Edit on the file.
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Check the Available Without Login box.
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Copy the file URL. If there are more than one, copy the URL beginning
https://system.netsuite.
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Go to Documents > Templates > Email Templates (Administrator).
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Edit an existing template or click New Template.
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In the HTML editor highlight the text you want to make a link.
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Click the chain icon in the UI.
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Paste the URL into the link box.
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Click OK.
