These instructions explain how to send emails with document links from the Demographic Email page, allowing consumers to directly access VA-visible documents available in Virtual Agent 2.0.
Prerequisites
Ensure the document is set to VA Visible. Refer to Managing Documents in VA 2.0 for more information.
Email templates used for sending documents must include either of the following fields:
${accountDocuments}
${customContent}
Setting up an Email Profile:
Navigate to Setup → Email → Profiles → New.
Choose a category (e.g., Other).
Specify an identifier (e.g., Account Documents).
Enter a subject (e.g., Account Documents).
Click Apply.
Image Displays Email Profile Section
Accessing the Template Editor:
Create or edit the email content.
Add one of the following fields to the template:
${accountDocuments}
${customContent}
Click Save.
How do I know which field to use?
Use the following guidance when deciding which field to add to your email template.
Field | Description |
|---|---|
${accountDocuments} | Automatically inserts links for the documents selected in the Include Document dropdown when sending the email. |
${customContent} | Allows custom content to be inserted dynamically. This field can also include document links when documents are selected in the Include Document dropdown. |
Image Displays Step 2a Listed Above
Sending the Email:
Selecting documents will generate direct access links that allow the consumer to view the documents in Virtual Agent.
Open a Consumer Account.
Locate the Demographic Email section.
Click the email address to open the Send Email screen.
Select the Email Template you created (for example, Account Documents).
In Include Document, select the document(s) to include.
Click Send.
Please Note
If the account is part of a bundle, the Include Document dropdown displays all VA-visible documents from accounts in the bundle, not just documents from the current account.
Image Displays Send Email Sub-Screen