Creating links

Links can be used within your email templates to direct users to external sites or forms.

There are 2 ways to create links:

  • Using a hyperlink
  • Creating a button
  1. Within the email template highlight the text you’d like the user to click on to follow the link
  2. Select the link icon from the text editor options
  3. Paste the desired URL into the URL field
    1. Optional: Choose to add a ‘Title’ which appears when the user hovers over the link e.g. 'Click to view'
    2. Optional: Select if you’d like the link to open in a new window


  1. Select the <> icon on the text editor (you may need to select '...' to display this icon)
  2. Paste the following code into the desired place on the template:
    <p><a class="btn-primary" href="URL">Text you’d like users to click on</a></p>
  3. Edit the sections in bold to provide the desired URL and text to be displayed
  4. Save
Replace the URL with a link to your form widgets to direct users to forms they need to complete.
Create links to the Stakeholder Portal by replacing the URL with the data marker {{recipient.matterLink}}.
Create Esignature links within your email templates by replacing the URL with the data marker {{signature.request.url}}.

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