---
title: How to attach and email/text a file from Google Drive
description: 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…
url: "https://salon-software.com/kb/how-to-attach-and-email-a-file-from-google-drive/"
updated: "2021-09-29"
category: Emailing and Texting
tags:
  - attachment
  - email
  - marketing
---

# 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](http://salon-software.com/kb/how-to-set-up-email-in-insight/)**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](https://drive.google.com/drive/my-drive)**(you may need to log into your gmail account).
3. Click on your file and drag it into the Google Drive window:

![google drive](http://salon-software.com/wp-content/uploads/drive-1.gif)

## 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.

![copied link](http://salon-software.com/wp-content/uploads/linkcopied.gif)

## 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:

![marketinglink](http://salon-software.com/wp-content/uploads/insertlink.gif)

> **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

[How to send a mass email/text](https://www.youtube.com/embed/B2xCD6iH95Q?feature=oembed)