Resolve Error: “There is a file type restriction…” When Attaching File to an Email Template

Scenario

Error: “There is a file type restriction for this upload. You are restricted to the following file.” 
This happens when user tries to attach an excel/csv file to an email template.

Solution

Upload in File Cabinet

1. Navigate to Documents > Files > File Cabinet
2. Folder: Click a folder
3. Click Add File
4. Pop-Up Window: Select an excel or csv file
5. Click Open
   Note: After this, the file will be uploaded in the folder selected.
6. Excel/CSV File: Click Edit
7. URL: Copy link
8. Available Without Login: Enter Checkmark
9. Click Save

Create Email Template

1. Navigate to Documents > Templates > Email Templates > New
2. Name: Enter Name
3. Create Template From: Select Text Editor
4. Click Source 
5. Text Editor: Enter <a href=”(paste copied URL here)”> Click Here </a> 
6. Click Save