How to Copy a File Link?

When you need to quickly send a document to a client or paste a file into a scenario, message, or template, this instruction will help you copy a direct link to the file — right after upload or later from the list.

When It Will Be Useful

  • You just uploaded a file and want to share a link to it right away.
  • You need to paste a document link into a reply to a client or into a template.
  • You are building a scenario and need the file address for a send step.

What's Important to Know

  • Link — this is the direct address of the file that you can paste into a message, scenario, or template.
  • You can copy a link in two places: in the upload window right after a successful upload, and from the file list at any time.
  • The action is available if you have permission to manage files.

Before You Start

  • You are logged into ConnectiveOne
  • You have access to the FileManager module

How to Do It

Right after upload

  1. Upload the file — see How to upload a new file.
  2. Find the completed row — in the upload window, a Completed badge appears next to the file.
  3. Click the "Copy" button — the button with a copy icon next to the completed file.

From the file list

  1. Open the File manager — in the main menu go to Menu -> File manager.
  2. Find the file — in the list or in the file card.
  3. Click the "Copy" button — the button with a copy icon in the file card.

What Happens After

The link is saved to your clipboard. You can now paste it (Ctrl+V or Cmd+V) into a message, scenario, template, or any other field.

How to Verify Everything Worked

  • The message File link copied to clipboard appears
  • After pasting, you see the file address
  • The link opens exactly that file

Possible Issues

  • No copy button — make sure you have permission to manage files.
  • Link is not available yet after upload — copy it from the file list (see the section above).

See Also