Overview

The Simple Doc Link allows document access without requiring:

1. Portal login

2. Authentication credentials

The feature is available in Replacement Fields within Email/Letter Templates.

Customize Link Text

Complete before using in communications

1. Go to Settings → Infrastructure → Simple Doc Link Text

2. Locate Simple Doc Link Text field

3. Enter display text (e.g., "View Your Statement")

4. Click Save

Email Template Setup

1. Navigate to Email Campaigns→ Templates

2. Click Add (new) or Edit (existing template)

3. Complete template details 

4. In Attachment section:

• Click Choose File

• Select document

• Set Attachment Option to:
  No Attachment (PDF available online)

• In Email Body Position cursor for link From Replacement Fields panel and Click [SimpleDocLink] to insert

• Save template

How Recipients Use It

1. Click your custom text link (e.g., "View Your Statement")

2. PDF opens directly in browser

3. No login required