Question:
How to add a Vault document to the text area of an email template created by the Bee Editor?
Answer:
The email template creator can follow the steps below to complete this:
- Open the email template by Bee Editor.
- Click the text area then click the Insert/edit link icon as below image.
- Add the {{$VaultDocID}} token to the Url input box as below image. The VaultDocID is the document id of the Vault document.
- Add the Vault document in the above step 3 to the Other Related Documents relationship of the email template. The Vault document should be in steady state.
Related Documentation:
N/A