This article explains how to attach documents or insert shareable links into ZenMaid email templates. It also explains which templates support PDF attachments.

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From your ZenMaid Dashboard, open Settings, then select Email and SMS Notifications under Features.

Cleaner Cancellation Notice

Appointment Confirmation

Appointment Follow-Up

Service Rating

Appointment Cancellation Notice

Come Back

Property Manager Marketing

Real Estate Marketing

Booking Confirmation

Estimate

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Invoice Notification

On the Email and SMS Notification page, scroll down to find the template where you want to add the attachment.

Click the status box (e.g., “Not sent” or “Sent semi-automatically”) under the Email column to open that template.

The email template will open. Scroll down and select Add Attachments.

In the pop-up window, choose the document you want to attach.

Once it's added, click Save to apply your changes.

When sharing documents through a link, make sure to:

Obtain the shareable link of the document you want to share and copy it.

If you're using Google Drive to store files online, go to your Google Drive and create the document you want to attach.

If the file has already been uploaded, click on the “Share” button.

Choose your preferred sharing option, click Copy link, then click Done.

From the Email and SMS Notifications page, return to the ZenMaid email template where you want to add the link.

In the email body, type the text you want to turn into a link for your document.

Highlight the text, then press Ctrl + K on Windows or Cmd + K on Mac.

You can also click the link button.

A new window will appear where you can paste your document URL.

Lastly, click on the Save button.