Issue:
When onboarding clients to AlayaCare's Family Portal, you may want to attach a PDF document containing Family Portal instructions to the onboarding email, but the system does not support file attachments in the onboarding email template.
Key points:
Attachments are not supported in the Family Portal onboarding email.
Solution:
To send a PDF, upload it to an online location and include a hyperlink in the email template.
1. Confirm client status
- The Family Portal onboarding email is triggered when the client status changes from Pending to Active.
- Ensure that the client is marked as Active before the onboarding email is sent.
2. Verify email settings
- Go to the Settings page in AlayaCare.
- Locate the Family Portal Email Template.
- Ensure that the option Send an email notification when a client is onboarded is checked.
3. Content of the email
- The onboarding email can include a summary of Family Portal features and any important hyperlinks to resources.
4. Sending additional instructions
- You cannot attach PDFs or other documents directly to this email.
- If you need to send an extensive PDF (e.g., a detailed step-by-step guide), you may need to send it via a separate manual email.
- Alternatively, include a hyperlink to the PDF within the onboarding email, provided the document is hosted online.
5. Expected behavior
- Clients will first receive an email to set up their account and password.
- Once logged in, they will receive the onboarding email if it is configured to be sent.
6. Further support
- If you’re unsure about the status or content of the email, test it by setting up a client in a staging environment to confirm the behavior before sending it to clients.
- For more detailed guidance, please review the following article Family Portal Overview.
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