How to Add Images, Videos, and Gifs to TAP
Using Images and Video in your TAP Workflow
Many features in TAP provide opportunities to use company branding or bring a smile to your internal employees face with a gif or video. For example, notifications, thank you pages, and Custom HTML can be customized with in-line CSS and HTML, but even without knowing how to write CSS or HTML you can beautify them and add your company flavor.
How do you set up images or videos in TAP?
When you open a notification, Thank You Page, or Custom HTML, you will notice a key with different options for editing the style of your content. In the image below, the large red box shows properties that are consistent between notifications, Thank You Pages, and Custom HTML.
While the easiest way to add an image or gif onto your screen is to copy and paste it, if you click the image icon within the edit screen indicated by the small red box, you will have more control over the image or gif that you wish to insert.
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After clicking on the image icon, an Image Properties dialog box will appear. Here, you will be able to paste the URL where the image or gif resides (more detail on this below), and then modify the size of the image with the pixel calculator. Note: If you copy and paste an image from your TAP Staging environment to your TAP Prod environment, the URL must be manually changed. Otherwise, your Prod Environment will direct to an image that it cannot find, because that image has been hosted on a different environment. (Why? Because when an image is hosted on Staging, the URL is different from Prod. TAP’s database is not “refreshed” from Staging to Prod, or vice versa, so the images hosted on one will not be identical on the other). When copying and pasting an image URL, best practice is to host that image on the TAP environment in which the notification/thank you page/custom HTML resides. |
Content library
The Content library is a file hosting area in TAP where you can upload and manage assets such as images and PDFs for use in workflows. Storing files in TAP ensures they remain available and stable, unlike external files that may become inaccessible if the source changes or is removed.
Files in the Content library can be used across features such as notifications, custom HTML, Thank You pages, and Document Builder documents.
Access the Content library
To open the Content library:
- In TAP, select the Business Automation
icon in the top navigation bar. - Select Content Library.
Upload a file
To upload a file:
- Save the file to your computer.
- In TAP, go to Settings > Content Library.
- Select Add New File.
- Select the file from your computer and enter a name.
- Save the file.
The file appears in the Content library.
Supported file types
The Content library supports a wide range of file types, including common document, image, archive, audio, and video formats. Supported extensions include:
Documents and data:
.xlsx, .xls, .pdf, .docx, .doc, .csv, .xml, .html, .txt, .rtf, .msg, .mht
Images:
.gif, .jpeg, .jpg, .bmp, .png, .tif, .tiff
Presentations and diagrams:
.pptx, .ppt, .vsd, .vsdx
Archives:
.zip, .rar
Audio:
.m4a, .aif, .cda, .mid, .midi, .mp3, .mpa, .ogg, .wav, .wma, .wpl
Video:
.mov, .avi, .mp4, .m4v
Other supported formats:
.tapw, .eml, .css, .dat, .ldf, .sta, .sis, .log, .dss, .ds2, .qei, .xps, .mth, .nvf, .wvm, .dce
Only supported file types can be uploaded.
Copy the file URL
After uploading a file, you can copy its URL for use in workflows.
- Locate the file in the Content library.
- Select the ... (Actions) menu.
- Select Copy Link.
You can use this link in:
- Email notifications
- Thank You pages
- Custom HTML
- Document Builder documents
The Actions menu also allows you to:
- View the file
- Replace the file
- Remove the file
Use cases
Use the Content library to store and reference assets in workflows, such as:
- Images in email notifications, Thank You pages, custom HTML, and Document Builder documents
- Images are displayed inline wherever they are used.
- Files on Thank You pages or shared via links (for example, PDFs, Word, Excel, XML, or text files)
- How files appear depends on the user’s browser and available plugins:
- Some files (such as PDFs) may open directly in the browser.
- Others (such as Word or Excel files) are typically downloaded.
- Certain formats (such as XML or text files) may display directly in the browser without additional plugins.
Important considerations
- Files are publicly accessible to anyone on the internet who has the file link and are not restricted to specific users.
- Files may be used in features that allow external or anonymous access, which makes them accessible outside your organization.
- Files are not intended for secure or confidential storage.
- Only upload content that is safe to be shared publicly if the link is accessed.
Search visibility
Files stored in the Content Library are not indexed by search engines and will not appear in search results. Files remain accessible to anyone who has the direct URL.
Limitations
- Files are publicly accessible via the URL and cannot be restricted by user, role, or authentication.
- Avoid uploading confidential, sensitive, or restricted content.
The Content library provides a convenient way to host and reuse files within TAP workflows. It ensures availability and ease of use across features, but should only be used for non-sensitive content that can be safely accessed via a shared link.