E-mailing Documents

From the Documents tab, you can perform the e-mail document action or the right-click option on the document to send documents to one or more recipients.

You must have the “E-mail Documents” right enabled to have access to this feature and Microsoft Outlook to effectively e-mail documents.

Complete the following steps to perform this action:

Access the Documents tab.

Use one of the following paths to select documents to be sent:

Option

Path

E-mail Documents Action

Select the

in the Mark column next to the documents you want to change.

Click Actions.

Select Email Documents.

E-mail Document Right-click Option

Right-click the document you want to send.

Select Email Document.

Microsoft Outlook opens with the selected documents attached.

Select the recipients to whom you want the documents sent.

Click Send.