Adding a standard document to ALL notifications from a sheet

Jacqueline Parker

We'd like to be able to automate email notifications to clients, but the information included in the email would need to include a standard document. Short of attaching the same document to each and every row of the sheet and adding it that way, is there some other way to do this more effectively? It's multiple pages of text so it can't go into the body of the notification message, which is limited to 2000 words, and it would be preferable to send as a pdf in any case.

Thanks!

Linsie Weatherford

Hi Jacqueline,

I currently do this by uploading the document to the adobe cloud and creating a shareable link to the document. I then copy and paste that link in the message so they can access it that way. We do this with multiple documents and haven't had any issues.