Feature Highlight: Link to Documents

by Joanna Lupo, on May 28, 2015

It’s all about making it easier. We’ve recently enabled a feature on FeedbackFive that allows users to link to stored documents from the body of an email, rather than as an attachment. This should result in buyers having easier access to documentation like product instructions, and allows FeedbackFive users to provide a higher level of service to their customers.

As with any update we make to FeedbackFive, the idea originates with you, the user, and your requests for new features. Many customers might fear viruses in attached documents, or may be unopenable on certain devices. If you really want people to open and read your emails, it’s best not to use attachments.

This feature allows you to link to a document that is stored in the FeedbackFive Amazon S3 account. So, not only are you providing safe-to-open, easy-to-view documentation to your customers, you also have the benefit of storing them online. No more bogged-down hard drive, no more unopened emails in your buyer’s email inbox. It’s a win-win.

How it Works

To use this feature, you need to have a Pro account (click here to request an upgrade). The feature works through the Advanced Email Editor, so you’ll need to know your way around that. Once you’re comfortable, follow these simple steps:

  1. Using the Document Library in FeedbackFive’s Advanced Email Editor, upload the document you want to send. The document must be in PDF form and less than 25MB. Give it a title when you save it. After this, your file will be saved to the FeedbackFive Amazon S3 account.
  2. In the Advanced Email Editor template, place the cursor in the body of the email and click the name of your saved document, the same process you’d use to add an image. The link will appear using the title of the file.

Once FeedbackFive sends the email, the recipient will be able to click the link inside the body of the message. If you ever need to update or modify the document, you will be able to view it through your FeedbackFive Document Library.

We look forward to your comments and suggestions regarding this feature. We have a commitment to helping you manage your feedback easily and effectively, and we love to hear from you.

Try FeedbackFive today, or ask for an upgrade to a Pro account.

Comments