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To create a new email message:

  1. If you are working from From a Search Result, select one or more documents from the list or select a document and open it in the Document Viewer.

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  2. From the Actions menu, select Email and select either Annotations or Without Annotations. (Note that if you do not have Annotation permissions this will be disabled and the document will be attached with annotations burned in.)

  3. Select an Index Field whose value will be used as the filename for the attachment(s). Your email client will open with the selected attachment(s). From there, you can send your message.

    Warning
    titleFile Size

    Be mindful of the number of documents, number of pages, and color depth of files being attached to email messages. If your business process dictates emailing documents from GlobalSearch, you will need to ensure your capture process supports scanning or importing documents in a manner that is email friendly. All email servers will have a maximum file size for attachments, and your limit may be greater than the limit of your email's recipient. If your scan process generates files that don't conform to those limits, you may not be able to achieve the desired result.


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