When P6 Web Access is configured to use the content repository, you can send an e-mail for a project or workgroup document that includes basic details and a bookmark link to the document. You choose who you want to send the message to and you can edit the default message subject, which is the document name, and the default message body, which includes details such as the project name, author, and document version.
Notes:
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The instructions in this topic assume that the content repository is configured for use with P6 Web Access. If the content repository is not configured for use with P6 Web Access, see Send e-mail about a project document (without content repository) for instructions on sending e-mails related to project documents. Refer to your P6 administrator for additional information about the status of the content repository.
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Your access to Documents features and functionality are determined by the type of content repository installed. Features not supported by your content repository are unavailable in Web Access, although they may be described in Web Access Help.
The document e-mail feature is available in a toolbar from the following areas:
- My Documents portlet in a dashboard
The e-mail function is available for all documents listed in the Recent Documents tab.
Tip: The e-mail feature is not available for private documents.
- Project Documents portlet in the Project Workspace
The e-mail function is available for all documents in the Project Documents tab.
If a document resides in a subfolder, select the subfolder, then select the document.
- Documents portlet on a Workgroup page
The e-mail function is available for all documents listed in both the Project tab.
To send an e-mail about a document that relates to a project activity, click the activity link to display the related document in the Project tab of the Documents portlet.
To send an e-mail about a document that resides within the Workgroup Documents tab, click the Workgroup tab to display the contents of the tab.
To send an e-mail from the tabs on the Documents portlet, the Project Documents Portlet, or the Workgroup Documents portlet:
- Select the document.
- Click
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- Update the subject and e-mail body, then click Send.