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How to Share Documents Using the Documents Portal and Communications Module

Easily include document links in your community email, SMS text, and push notifications

Need to send out a document to your community but can’t attach it directly to a notification? In this quick video tutorial, we’ll show you how to use the Documents Portal alongside the Communications Module to get it done. Since attachments aren’t supported in email, SMS, or push notifications, this method lets you upload your file, generate a secure link, and then include that link in your message—ensuring everyone gets easy access without the hassle.

Watch the video below to see a step-by-step walkthrough!

 

 

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