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jim

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Reply with quote  #1 
I've gotten a couple of emails asking how to send attachments through People360. Currently, you can do some basic formatting in messages, but you cannot include an attachment to the email. However, there is a (probably better) way to get your attachment to your audience.

In your message editor, you can add a hyperlink. What you can do then is add your file to any file system (I use Dropbox which is free) and link directly to that file in your message. You could also put the file on one of your webpages and link to that, but that creates an extra (albiet small) step. Boom, you're now sending out your file. 

This is better for a few reasons. First, I can't tell you how many times I've gotten an email saying "we sent out the wrong file, how can I change the file without sending out another email?". Well, unfortunately if you sent a direct attachment, there's nothing you can do. However, if you sent out a link to the file, you can simply replace the file and anyone who now downloads it will get the new one. 

Secondly, more and more, people are reading messages and email on their phones. If you send a direct attachment, those will often times be downloaded with the email. Files are getting bigger and bigger and that eats up data. 

Anyway, hope you all are getting in to People360. Would love to hear your feedback. 

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Jim Dahline
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Coach Carl

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Reply with quote  #2 
The other option you might try with a link is adding the document to your website and use that link.

This allows you to not only include the document in your email, but you also have it in your website where ever it it best suited for folks to find it.

The bonus is that you have the document to refer to again and again as invariably you will receive an email asking you to send the document again.

Finally - because it's a link and acts as a download you won't run into attachment restrictions that vary from one email provider to another.
jim

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Reply with quote  #3 
Absolutely. Creating a documents page on your website is a great place for a single reference point for docs. And you're right, no matter how hard you try to be clear, you'll always have people asking you to resend documents. 

Have you been using People360 Coach Carl? What are your thoughts?

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Jim Dahline
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Reply with quote  #4 
I also forgot to mention that the Document Collector will store any document you load onto the site as well. It has everything in one spot if someone is looking for the document.

Yes - I have been using People360 and it's solving a lot of messaging problems that we had in the past. The only thing that's a little 'wonky' about it is the multiple entries for the same person. I realize they come from different sources, maybe the source could be one of the columns?

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