Breadcrumbs

Sending documents by email as attachments

When Document Manager is integrated with Microsoft Outlook, you can send documents as attachments in emails.

Only approved documents can be sent as email attachments.


 

To send a document by email as an attachment

  1. Open the Find Documents page, Analyse Documents page or Client > Documents tab.

  2. Select the document to be emailed.

  3. Click the checkbox to select the document. Multiple documents can be selected for the email.

  4. Select Send via Email on the Tasks bar. The Send via Email window opens confirming the documents selected. If the selected document requires approval, it cannot be sent via email.

  5. Click OK. The Create email window opens.

  6. Select whether:

    • This is a new email.

    • This is to be linked to a previous email.

  7. Click the ellipse button in the Reference No field and use the Search for a Document window to find the email to link it to.

  8. Click OK. The Create Document Wizard: Add Email wizard opens at Step 1 of 2: Contact, Stationery & Standard information on the Details tab.

  9. Complete the Create Document Wizard: Add Email wizard. See Creating new documents. The new email will open in Microsoft Outlook ready for you to complete and send.

  10. Click Send in Microsoft Outlook to send and save the email with the selected documents attached.