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You can learn more about SendNow by visiting our SendNow article hub.
Once you have your link, whether it is the original version, or a shortened link, you can send it to whoever you need documents from using a variety of methods.
Jump to a specific section of the article using the links below to review different methods of sending the link!
You can add the link to relevant web templates. For example, you may want to add a link to a SendNow site set up specifically to collect financial statements, to a web template that is sent when financial statements are due.
- In Ventures click on Reports & Letters in the menu at the top of the screen.
- Click on Web Templates in the menu on the left.
- Click the Document name of the web template you want to add the link to. You may have to use the search bar to find it. Remember you can only edit web templates you have created. You cannot edit system provided web templates. You can find out more about creating web templates here.
- When the web template loads, paste the link into the template in the position you want it to appear in.
- Click save.
When the web template is sent, the link will now be included.
You can add the link to emails sent by a tickler template. For example, you may want to add a link to a SendNow site set up specifically to collect financial statements, to the default tickler template that is used to track financial statements.
- In Ventures click on Reports & Letters in the menu at the top of the screen.
- Click on Ticklers in the menu on the left. A submenu will appear
- In the submenu click Templates.
- Click the Template name of the tickler template you want to add the link to. You may have to use the search bar to find it. Remember you can only edit tickler templates you have created. You cannot edit system provided tickler templates. You can find out more about creating tickler templates here.
- When the web template popup loads, click the edit icon next to the action you would like to add the link to. The action should be an email, or email or print action type, or there will be no email body available for you to add the link to.
- When the Edit action pop up appears, paste the link into the email body field, in the position you want it to appear in.
- Click save. The edit action pop up will disappear, returning you to the edit tickler template pop up.
- Continue to add to the link to further actions that involve an email following the same process above as needed.
- Once you have finished adding the link to all the actions you want to add it to. Click save on the Edit tickler template pop up.
Please note: This will affect all ticklers that are created using the template moving forward. It will not update existing ticklers that were created using the template before you updated it. Existing ticklers, already created with the template before your update, will not change to include the updated version. If you want existing ticklers to include your update, you will have to remove, and re-add the newly updated template.
If you followed the shortening method in Gmail or another email client, you will already have the link in the body of the email. If you intend to use the link repeatedly, you can copy it to word document or google doc, save the document and then use it to copy and paste into further emails. If you do intend to send the link repeatedly, this can be cumbersome, a better option for you could be setting up an email signature, that includes the link, to use specifically when requesting documents. We cover this below.
Email signatures
If you will request documents frequently, you can create an email signature that includes the SendNow link. This can be a modified version of your current signature, that way you can choose between a signature that contains the link, and one that doesn't. Different email providers will have different steps for creating signatures.
- In your Gmail, click the settings icon. It looks like a gear wheel, usually it is in the top left corner of your browser. A sidebar will appear
- In the sidebar click See all settings. The settings page will load.
- On the General tab of the settings page, scroll down till you see the section labeled signature. You will see a list of signatures already set up in your system. If you want the link to be included in your default signature you can paste it in the signature box on the right. If you want to create a new/alternate signature to use specifically when requesting documents, click the Create new button.
- A pop up will appear in which you will name your signature. This is the option you will choose when inserting your signature in an email. Make sure you describe it appropriately so you can differentiate it from other signatures you may have set up already. Click Create.
- The Signature name will appear in the box containing your already set up signatures. Before you click it, click your default signature and copy everything in the preview box. This will be the base signature we add the link to.
- Now click the name of the newly created signature. The preview box on the side will load, it will be empty. Paste your copied signature in the preview box.
- Now copy and paste the link into where you want it to appear in your signature.
- Review your signature block and make any further edits you wish.
- Once you are satisfied, scroll all the way to the bottom of the page and click "Save Changes"
- You will return to your Gmail inbox. When you create an email, and you click the insert signature button, you will see the option for the signature you have created. Select it to add the signature to the email.
- In your Outlook, click the New Email button
- In the email, select the Message tab from the tabs at the top of the screen
- In the Message tab, click the Signature button. A small dropdown menu will appear. You will see any signatures already set up.
- Click the Signatures menu option in the dropdown menu. A pop up will appear.
- You will see any already created signatures listed. Click New. A pop up will appear in which you can name your new signature. This is the option you will choose when inserting your signature in an email. Make sure you describe it appropriately so you can differentiate it from other signatures you may have set up already. Click Okay. The pop up will disappear.
- You will see the name of the signature you created appear in the list of signatures. When you click it, the Edit signature field will be blank.
- Click your already existing signature and copy the content in the Edit signature field.
- Click your newly created signature and paste your original signature into the Edit signature field.
- Now copy and paste the SendNow link into the position you want it to appear in the signature
- Make any further edits you may want to, review what you have created then click Save.
- Click Ok.
- The pop up will disappear. You can now select your newly created signature using the signature button in any email.
