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How do I link to a file in an email template? The instructions for folder / files says you can link to files, but in the panel I only see folders

“Files refer to the links or variables that can be added to the body of the email. These links or variables direct the recipient to specific files or data rooms when clicked. Data rooms are essentially folders where you can store and share files with custom permissions. The links to these data rooms or specific files within them can be embedded in the email templates and sent to recipients, providing them direct access to the shared content.” But in my panel I just see this: [image.png] I have files in Core Distruption Fund Sales Assets but I  cannot see any way to get a link to them. If I copy the Link from the Files section then I just have a link, not a variable.

Top answer:

We are reworking this system to make it better, however, there is a workaround in the meantime that provides direct access to files through a variable to your pipeline prospects.  1. go to your folders, let's use Sample-Capital-DataRoom,...

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Submitting a fix recommendation

In the deal emails management, you have the "1.b.2. Inbound inquiry added" template. By default it is set to send this email to the Pipeline Prospect, which is absolutely wrong. I changed it manually to "Account Owner", but before that it sent this email to the guy that submitted the inbound offer. The language of this email suggests that it was meant to notify the VC and not the founder.

Top answer:

Update: The email template you're referencing was part of the previous iteration of the Deals pipeline. Thanks for raising the issue, apologies for the misconfiguration. This particular problem will no longer be an issue for newly create...