How to attach and email/text a file from Google Drive

Using Google Drive is a great way to send attachments in an email. This can be used for things like sending an intake form, a health screening form, email marketing, etc. Follow these steps to set up an email template in Insight containing a Google Drive link to the file you’d like to send out.

*If you have not set up your email in Insight, go here first for instructions.

Adding your file to Google Drive #

1. Locate the file you would like to send.
2. Open an internet browser and go to Google Drive (you may need to log into your gmail account).
3. Click on your file and drag it into the Google Drive window:

Create the file link #

1. Right-click the file in Google Drive.
2. Select Share.
3. Select Change to anyone with the link.
4. Select Copy Link.
5. You now have the link copied and ready to paste into your email template.

Insert the link into your email or text message #

1. Open Insight.
2. Go to Setup → Templates → Email Templates for email or Setup → Templates → SMS Templates for text message.
3. From here you can click Add to create a new template or click Edit if you have one already made.
4. Add a hyperlink by doing the following:

Please note: It is recommended to send yourself a test message to make sure the link works. You can do so under the Clients screen > Select yourself > Send email/Send SMS.

Sending your email #