With PandaDoc you can upload PDFs and .docx files and have them appear as part of a document or template, but sometimes you don’t want these files to be a part of the document but in conjunction with or supplemental to the main document you are sending.
Why would I want this?
There are various use cases and reasons this might be something you need. These uses can range from: attaching a PDF of a product manual to an end user guide to additional marketing materials and white papers on a technical or complex subject.
How can I do this?
Using this feature is easy. The ability to add attachments should be turned on by default for all Business and Enterprise accounts.
Within either a Template or Document, with one open, on the right hand side you will see a grid icon - this is the Apps section. Click the + Add to turn on the ability to attach files.
Note: if a file is attached on the Template level it will also be passed to any document created from that template.
There are two ways to add files
- The first on the right, within the Apps area - documents added here will be accessible to the recipient on the right side or at the bottom of the sent document.
- Within the body of the template/document itself -either between pages or after the last page. Attachments added here will be accessible either inline or on the right of the document.
The recipient can access the files by clicking the paperclip icon on the top right of the sent document. Additionally if there are inline attachments they can access throughout the document.
For more information on the Attach Files feature click here.
How does your organization utilize this feature?
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