TurnLink allows you to add Collateral that is globally available to all TurnLink users in various areas of the application. You can add documents to be available for emailing as attachments or links in the body of the email, Rich Text Format (RTF) documents to merge with fax covers or mail merge operations, and Excel Workbook (.xls) files to be used as Order, Products Carried, and Promotion report templates.*

There are two ways to actually add collateral to your TurnLink Sales Manager account and they differ in the method which the actual file is transferred to the internet from your computer the first time during setup only. Either way, the goal is to get your file (e.g. sellsheet pdf or excel order form) onto a web server via FTP so it can be accessed via http. You can setup your TurnLink account to actually push the files to the web via FTP (File Transfer Protocol) for you. Or, you can FTP the file through your own FTP Client (such as Filezilla, Internet Explorer, or countless other methods) and then tell TurnLink where the file is located by entering the URL directly into the Collateral Setup process. Another option is to use a third party hosted document service, such as Dropbox, and then manually adding the public links to TurnLink Collateral Setup following the Adding Collateral instructions below.

Click Here for instructions to setup Collateral using FTP. 
Click Here for instructions to setup Collateral using DropBox. 


If you have transferred the file to the web via your own FTP client simply enter the URL of the file into the URL field (eg http://www.yourdomain.com/collateral/OrderForm.xls).

If you are using DropBox, obtain a Public Link. 

Click on the applicable article name below for information on setting up your Collateral template: 

TurnLink allows you to add Collateral that is globally available to all TurnLink users in various areas of the application. You can add documents to be available for emailing as attachments or links in the body of the email, Rich Text Format (RTF) documents to merge with mail merge operations, and Excel Workbook (.xls) files to be used as Order, Products Carried, and Promotion report templates.

There are 3 ways to actually add collateral to your TurnLink Sales Manager account and they differ in the method which the actual file is transferred to the internet from your computer the first time during setup only:

1. You can setup your TurnLink account to actually push the files to the web via FTP for you. 
2. You can FTP the file through your own FTP Client (such as Filezilla, Internet Explorer, or countless other methods) and then tell TurnLink where the file is located by entering the URL directly into the Collateral setup process.
3. You can store the file in a Google Drive account through the TurnLink interface.

Select applicable article name below for information on setting up your Collateral template: