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priyadharshinis2680
March 20, 2024
Question

Using Email Template how to link a document link

  • March 20, 2024
  • 11 replies
  • 0 views

How to attach a link in the email where it should open a document in appian.Im using email template not a plain text for the email body, Can someone elaborate the procedure which I need to follow.

[mention:a11f77a729fb4db2af76b09948583328:e9ed411860ed4f2ba0265705b8793d05] 

    11 replies

    stefanhelzle0001
    stefanhelzle0001
    March 20, 2024

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

    P
    priyadharshinis2680Author
    March 20, 2024

    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. 

    mikes0011
    mikes0011
    Brainy
    March 20, 2024

    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).

    karumurua531442
    karumurua531442
    March 21, 2024

    Hi [mention:838ca6e2d25b4289abe2ba08bdf98795:e9ed411860ed4f2ba0265705b8793d05]  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.

    P
    priyadharshinis2680Author
    March 21, 2024

    This is correct

    mikes0011
    mikes0011
    Brainy
    March 21, 2024

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

    A
    achuthb917723
    March 21, 2024

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

    P
    priyadharshinis2680Author
    March 21, 2024

    just to view it

    varuntejg243705
    varuntejg243705
    March 21, 2024

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

    stefanhelzle0001
    stefanhelzle0001
    March 21, 2024

    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?

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