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Member
Posts: 197
Registered: ‎03-24-2017
Kudos: 87
Solutions: 1

Option to attach file to Invitation Email

We use the invitation email function once the customer has been connected and send them a Welcome style email.  During installation, we also carry out a free WiFi survey report. We then need to email this to the customer as a PDF attachment. It would be great if we could attach it to the invitation/welcome email that is sent from UCRM. 

Member
Posts: 134
Registered: ‎11-18-2009
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Solutions: 3

Re: Option to attach file to Invitation Email

@wireless6262,

 

Instead of attaching, would the following work?

 

1. Upload your PDF survey to the server webroot.

    System->Tools->Webroot->Upload

2. Edit the Invitation Email Template

    System->Customization->System Notifications->Invitation Email

    Add a Link in the template:

        Display Text: "Survey"

        URL: "/<filename>.pdf"

 

Then when an invitation email is sent, there will be a link to download the PDF.

 

If you absolutely need it as an attachment, then it becomes trickier.

Member
Posts: 197
Registered: ‎03-24-2017
Kudos: 87
Solutions: 1

Re: Option to attach file to Invitation Email

@rspaeth Yes, that is definitely a good way around it! 

 

Although might get a little time consuming as would have to upload to root and change the URL for every customer. 

 

Maybe a feature for the 'wish list'?

Ubiquiti Employee
Posts: 3,387
Registered: ‎12-10-2015
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Re: Option to attach file to Invitation Email

Note that the root documents are publically accessible. No private documents should be stored there.

If you really need a private document different for each client which could be sent in the invitation email, please create a new feature request.
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