Skip to content

Email Template Helper ({{dubasSend}})

The Dubas Send extension provides a native HTMLizer helper tag: {{dubasSend}}. This tool automatically converts email attachments or parent entity files into secure, trackable Send shares during email dispatch.


Basic Syntax & Usage

The simplest call within an HTML email template requires no additional parameters:

{{dubasSend}}

When invoked without explicit options, the helper automatically:

  1. Detects parentType and parentId from the execution context of the email.
  2. Copies all attachments linked to the parent entity.
  3. Persists a new Send record with default configuration (30-day validity).
  4. Renders a clean HTML table with download links directly into the email body.

Advanced Usage with Parameters

Customize generated Send parameters directly inside the template tag:

{{dubasSend
    expiryDateThresholdPeriod='14 days'
    maximumAccessCount=5
    forceListView=true
    language='en_US'
    name='Project Documentation'
    note='Please find the requested documentation attached via secure link below.'
}}

Complete Parameter Reference

Parameter Type Default Description
expiryDateThresholdPeriod string '30 days' Relative threshold period for link expiration from email generation time (e.g., '7 days', '48 hours').
expiryDate string null Explicit expiration datetime string (overrides expiryDateThresholdPeriod).
maximumAccessCount int 0 Maximum access cap (0 = unlimited).
forceListView bool null Forces list view rendering. Defaults to true automatically if attachment count > 1.
forceFileDownload bool false For single file shares, forces immediate file download bypassing preview.
language string 'en_US' Language code for the public file page presented to the recipient (e.g., 'en_US', 'pl_PL').
name string null Custom Send record name. Default pattern: Attachments: [Parent Name].
note string null Custom note note text displayed on the file download page.
status string 'Active' Initial status of the created Send record.
accessToken string null Custom access token (automatically generated if omitted).
parentType string Context Parent entity type (automatically retrieved from email context).
parentId string Context Parent entity ID (automatically retrieved from email context).

Execution Logic & Safety

  • Note Parent Handling: If the parent record is a Note, the helper checks the parent entity of the note itself and assigns the Send record accordingly.
  • File Size Formatting: Attachment file sizes in the generated HTML table are formatted into human-readable units (KB, MB).
  • Empty Attachment Fallback: If no attachments are found on the parent entity, the helper returns an empty string and no Send record is created.