How to configure pdfMachine merge to upload attachments to Broadgun server
This video demonstrates how to use the 'upload to broadgun' option in pdfMachine merge, which replaces standard email attachments with links to files hosted temporarily on Broadgun servers by using the {ATTACHMENTS} merge field in the email body.
Steps in Video:
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The user navigates to the 'BODY' tab in the pdfMachine merge profile settings.
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The user clicks on the 'upload to broadgun' link.
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A dialog box appears, explaining that using the {ATTACHMENTS} tag in the email body while this option is enabled will upload files to Broadgun servers and place links in the email instead of attaching the files directly. It also notes that files are removed immediately after download.
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The user clicks 'OK' to acknowledge the information.
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The text in the email body is updated to include a line indicating the PDF file is available for download, followed by the {ATTACHMENTS} merge field, and a note about file removal.