Using Email Template how to link a document link

RE: Using Email Template how to link a document link

Mike Schmitt — Thu, 21 Mar 2024 12:27:45 GMT

This is what attachment is for. You haven't really given detail as to why attaching the document to the email is insufficient.

RE: Using Email Template how to link a document link

Stefan Helzle — Thu, 21 Mar 2024 11:56:23 GMT

You are aware that portals are public and providing a generic interface that could expose any document will probably get you intro an argument with your CISO?

RE: Using Email Template how to link a document link

priyadharshinis2680 — Thu, 21 Mar 2024 06:38:13 GMT

just to view it

RE: Using Email Template how to link a document link

VarunTejaGurrapu — Thu, 21 Mar 2024 05:49:43 GMT

Please ignore my previous answer. I agree with what Stefan has mentioned so have updated this reply.

RE: Using Email Template how to link a document link

achuth_bilakanti — Thu, 21 Mar 2024 04:02:29 GMT

You just want to open the document for viewing it or you want it to be downloaded?

RE: Using Email Template how to link a document link

priyadharshinis2680 — Thu, 21 Mar 2024 03:53:15 GMT

This is correct

RE: Using Email Template how to link a document link

Karumuru Abhishek — Thu, 21 Mar 2024 02:44:06 GMT

Hi priyadharshinis2680 Let me phrase what i understood is correct? You are looking for document url, to send the document url in an email template, So if user clicks on the document url it should open the document? Is that this the requirement? Correct me If I am wrong.

RE: Using Email Template how to link a document link

Stefan Helzle — Wed, 20 Mar 2024 17:03:58 GMT

Your description does not really provide more details.

What is the purpose of this? What should that user do after "opening that document"?

RE: Using Email Template how to link a document link

Mike Schmitt — Wed, 20 Mar 2024 17:01:56 GMT

There isn't really such a thing in Appian as linking externally to "open a specific document". If you're trying to send the document itself, you can always attach it to the email. If the email recipient is an Appian user in your environment, you could also consider assigning them a task where they can click a download link and/or open a document preview field (for supported document types).

RE: Using Email Template how to link a document link

priyadharshinis2680 — Wed, 20 Mar 2024 16:44:42 GMT

I want to send an email in email template

In the email body I need to use link where it should take Me to open a specific document.

RE: Using Email Template how to link a document link

Stefan Helzle — Wed, 20 Mar 2024 16:35:35 GMT

What exactly do you mean with "open a document in appian"? Please explain the planned UX in detail.