This method will allow you to send a document to all or many of your clients at one time. It is required that your customers have opted into marketing messages in order to receive this message. Note that opting in to receive the message via SMS is a separate process

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Start from Dashboard

1. Click on Documents

First you will need to upload your document to My Documents. If the document you are trying to send is already uploaded to Business Center, you can skip to Step #

2. Click on UPLOAD TO MY DOCUMENTS

3. Drag and drop your file in the space provided or click to browse

Clicking will bring up your device's file explorer. Select your document there.

4. Select a file from upload menu. Add a description if desired and click on Upload

6. Click on the Tri-Dots next to your document

7. Click on Copy public link

8. Click on Copy link

9. Click on Announcements

10. Click on Marketing

Now we are going to create an Announcement which will be used to send the document to your customer list

11. Click on Announcements

12. Click on New announcement

13. Click on Create a campaign. You are able to use either the Classic or the Pro Editor. What is important is that you select Custom URL for your action button

14. Give your announcement a name, and then paste the link for your document that was grabbed in the previous step into the URL field

15. Click on Create

16. From here, finish editing your campaign. When finished, click on Save

17. From here, finish the process of sending your campaign as normal, and your customers who are opted in will receive your document!