Sending attachments as links ensure quick dispatch and receipt of documents without the email data clutter. Emails attachments use up our storage space, take time to load, and sometimes slow down the sending time on the receiving end.
This is also a fine way to keep your production's digital footprint to a minimum, with options to include extra security.
Start by composing your email and attaching your files.
Step 1: Attach your files by either uploading or finding files.
Step 2: Click Select.
Step 3: At the bottom of the screen, choose the option to send PDF files as Links.
The cogwheel on the right provides additional options.
Access Restrictions
The recipient of the email will receive a link to either View the files, View & Download, or View, Download, and Print.
Timed Expiry
Step 1: Choose the length of access time.
Timed expiry options include Never expire, to expire After 24 hours, or Custom
If selecting the Custom, choose the day and hours.
Step 2: Click Confirm to finalize your choices.
Frequently Asked Questions
How do I know my email was successful?
How do I know my email was successful?
Easy! From Basecamp, select Track Distribution. On the left, you will find the list of all distributions made by all active users. Clicking on one will show the Distribution Report. By default, Distribution Reports are emailed to the sender - this can be adjusted in Production Settings.
How do you send a PDF as a link?
How do you send a PDF as a link?
On the Compose page, after attaching a file, an option will appear at the bottom left of the page that says: Send PDF Files as Links. Check the box to use this feature.
One of my contacts keeps dropping from distribution
One of my contacts keeps dropping from distribution
The email was rejected by the recipient's mail provider. This could be related to an incorrect email or the email being flagged as spam. Validate the spelling of recipient's email address, review recipient spam filters, and try sending the email again. Bounce notifications will be sent independently of the tracking report, should any of your recipients fail to receive the message.
View our troubleshooting guide here for more: https://support.croogloo.com/en/articles/9010757-best-practices-distribution