YAPI comes pre-loaded with several helpful PDFs like post-op instructions and facts sheets that you can attach to emails you send from YAPI, but you can also import your own PDFs for the same purpose.  That way, you don't have to go searching for a file when you need to send it as an attachment - it's easily selectable in YAPI!  Below, you'll learn how to import your frequently-used PDFs into YAPI as well as how to import additional free PDFs from our Forms Library.

Important! PDFs are meant to be used in YAPI as email attachments, NOT forms. If you want to include a link to an online form in an email template, you must find the form link and add it into the email template itself.   If you need a custom form created, you can create it in the YAPI'S Form Builder or submit a request for our team to create one for you.

Table of Contents

• Importing Your Own PDF into YAPI
• Importing a PDF from YAPI's Forms Library
• Related Articles

 

Importing Your Own PDF into YAPI

To prep and import a PDF into YAPI so you can attach it to emails:

1. Locate the PDF on your computer and right-click on it.  Then, select Send To and Compressed (zipped) folder:

   

2. In the YAPI Dashboard, click Setup and Manage and select Manage Documents and Templates.

3. When prompted, enter your YAPI password and click OK.

4. In the Manage Documents and Templates window that opens, navigate to the PDF tab and click Import:

   

5. Locate the .zip file of your PDF on your computer and select it, then click Open:

   

6. Click Yes to confirm you want to import the file.

 

Importing a PDF from YAPI's Forms Library

To use any of the pre-made post-op instruction PDFs in our Forms Library:

1. Navigate to the Forms Library on the YAPI Help Center.  Wait for the page to fully load, then click the Post Op filter:

   

2. Click on the PDF you want to use to preview it.  Then, scroll to the bottom of the page and click the .zip file link for the document to download it to your computer:

   

3. In YAPI Dashboard, click Setup and Manage and select Manage Documents and Templates.

4. When prompted, enter your YAPI password and click OK.

5. In the Manage Documents and Templates window that opens, navigate to the PDF tab and click Import:

   

6. Locate the .zip file of your PDF on your computer and select it, then click Open:

   

7. Click Yes to confirm you want to import the file.

 

Related Articles

• Sending Individual Emails from the Dashboard
• Setting Up Emails to Automatically Send at Checkout