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You can email documents within GlobalSearch from the Document Viewer or a Search Results Document List.  Email menu options and behaviors are different, depending whether or not the Launch extension is enabled and the Extensions tray application is running on your computer.  You must have Email Documents and Export Documents permissions to an Archive to use this functionality.

Launch Enabled

With the Launch extension enabled, you can automatically create new email messages with selected GlobalSearch documents attached.

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Without the Launch extension enabled, email options in both the Search Results and Document Viewer Actions menu will perform an Export operationexport.

From a Search Result

  1. With one or more documents selected, click Email from the Actions menu.

  2. GlobalSearch will prompt for a Field to use as the filename for documents being exported.  Choose the desired Field from the list, or click Cancel.



  3. When the documents are prepared for download, the Notifications area of the GlobalSearch toolbar will display an indicator that a file is ready for download.



  4. Click the Export notification to download a ZIP file containing the selected items.  (Note that exported documents will be in their native file format unless you do not have annotation permissions.  In that case, the documents in the ZIP file will be in the PDF file format, with annotations burned in.)

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