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 GlobalSearch Extensions application is running on your computer. You must have Email Documents permissions to an Archive to use this functionality.
With the Launch extension enabled, you can automatically create new email messages with selected GlobalSearch documents attached.
To create a new email message:
From a Search Result, select one or more documents from the list or select a document and open it in the Document Viewer.
From the Actions menu, select Email and select either Annotations or Without Annotations. Note that if you do not have Annotation permissions, only the Annotations option will be available and documents will be attached with annotations burned in.
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.
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. |
Without the Launch extension enabled, email options in both the Search Results and Document Viewer Actions menu will export. Note that the Export function without GlobalSearch Extensions installed and Launch enabled is essentially an Export operation. As such, in this case, users would need Export Document permissions to perform the action.
Square9Email.pdf
." If you do not have Modify Annotation permissions, any annotations that the document may contain will be burned into the PDF.