Instead of saving and attaching a document to send via email instead you can connect your Gmail or Outlook account directly to DynaFile giving you the ability to email a document directly from your DynaFile site. Once a document is sent in DynaFile any replies will go directly into your email inbox. In lieu of connecting your email, you can also create a private or public link to the document.
How to connect your email to DynaFile
To connect your email to DynaFile:
- First click on “Preferences” in the far-left side menu, then click on “Email”, then click the navy blue “Create Connection”
- Select either “Create a connection with Google” (for Gmail accounts) or “Create a connection with Microsoft” (for Outlook accounts) you will then be prompted to securely log in and accept the “permissions request”.
- Your email is now connected, and you can view any other connections under Preferences > Email.
Note: if your email is not connected to the site you can still send an email from DynaFile the sender will be DynaFile Administrator and recipients will not be able to reply to the message.
When sending an email you have the option of sending the documents as an attachment or a link that can be either “private” (meaning the recipient has to have access to DynaFile and access to that specific document) or a “public” link (meaning a public link can be accessed by anyone who has the URL).
Public links can be set to expire on a certain date, after a certain number of days, or after being accessed one time. Public links can also be password protected.
To Email a Document:
- Select a document from the Search Results Area
- Select Email/Link from the Share drop-down in the Document Actions Panel
