Once you have added an Editable Document or Webpage to the Content Library, you will be able to add the document/webpage to an email or email template as supporting content.
> Click here to learn more about creating & editing editable documents
> Click here to learn more about creating & editing editable webpages
To incorporate an Editable Document or Webpage into an email or template, go into the email composer of the desired template.
Next, navigate to the section where you wish to include the document or webpage. You can either click on an existing section or create a new one as required.
Click on the Docs & Links and find the item of supporting content.
Although an Editable Document is a document, the thumbnail preview will indicate URL and a Webpage will indicate Placeholder.
In the Quick Edit section on the right, you will have the options to:
- View the document/webpage
- Remove the document/webpage
- Edit the document/webpage
- Add eSignature to the document/webpage
If you've added a document and choose to 'Edit document', you'll be directed to the Google Docs editor, where you can make further edits. If you've added a webpage and choose to 'Edit webpage', the webpage editor will open, where you can make further edits.
It's important to note that any changes made within the email composer will only affect the document or webpage attached to that specific email, not the original document/webpage stored in the Content Library.
Make sure to view the document or webpage within the email composer to check if any formatting adjustments are needed by selecting the 'Preview Document or Webpage' option.
You will now be able to add an e-signature to the document or webpage if you have this feature enabled and/or send the email or save as a template.
Please note that you can only add one Editable Document or one Editable Webpage to each email.
> Click here to watch a video on adding an editable document to an email/template