Attach a PDF document to your communications

With Yapla, you can easily attach PDF documents to your communications to share with collaborators, members or donors. This can be a handy option for providing information about an event, such as a participant certificate or membership card. Here's how to create a PDF document to add to your communications, in just a few simple steps.

Creating a new PDF document in Yapla

Each PDF document you create in Yapla is associated with:

  • one of the events you organize, or
  • your organization's members.

The first step is to go to the Members feature settings or select the event for which you wish to create a PDF document. In our example, for clarity and ease of understanding, we'll use the Events feature.

To do this, go to the Events feature, then select the event of your choice. Then click on the Documents tile, and click on the Add a document button.

A new page is displayed, where you can begin your document creation.

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Use the Document name field to name your document so that you can find it easily in your list of documents. This is also the name that appears as the title of the PDF file.

The Technical name field is automatically filled with the name you previously entered.

In the Type field, select the unit type.

The Language field automatically generates keywords in the recipient's language. For example, if you have a bilingual website, or if you have inserted the language field in the registration form, you need to create a document in each language. You then need to indicate which language you want to use so that the documents are associated with the appropriate communications.

The Description field is optional. Nevertheless, we suggest that you fill it in to help you find your way around as the account administrator.

The Content section corresponds to the contents of your PDF. You can add text here and format it (colors, text size, images, links, etc.), using the text editor functions. If you're comfortable with HTML code, you can also go straight to the source code.

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You can then add dynamic keywords to customize the document automatically. You can see the list of available dynamic fields by clicking on the Members keywords and Memberships keywords buttons. In this way, each recipient can see his or her name at the start of the communication, or information about his or her registration.

Once you've set your message, click on Save. If you wish to preview the result, click on Preview to generate a PDF and check its layout.

Link the PDF to a communication

Then go to the Events feature, and select the event for which you've just created the PDF document.

Click on the Communications tile and choose the communication you wish to associate with the PDF.

At the bottom of the communication, you'll see an Attachments section. Click on it and select the document you created earlier. Finalize your action by clicking on the Add button, then save your communication.

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Going further: create a PDF common to all events

If you wish, you can also create a PDF document common to all your events, rather than one specific to each event. To do this, simply go to the global settings option for your events. If you need any further assistance, please don't hesitate to contact us!

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