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Sending E-Mail about Documents

You can send e-mail for a project or workgroup document that includes basic details and a bookmark link to the document.

To send document e-mails:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab, select a document and click "" E-mail Document Details.
  5. In the E-mail dialog box:
    1. Edit the recipient list, message, and subject as needed.
    2. Click Send E-mail.

Tips

  • You must have an e-mail address listed in you user profile to send an e-mail.
  • You can also send document e-mails from the Documents portlet of the Workgroup Workspace page, the Project Documents portlet of the Workspace page, the My Documents portlet of the Dashboards page, or the Documents page (without the content repository).

Related Topics

About Documents

Working with Documents

Adding Documents to a Project without the Content Repository

Assigning Documents to Workgroups

Creating Document Templates

Copying Documents from Existing Templates

Project Tab of the Documents Page (with content repository)

Project Documents Portlet of the Workspace Page (without content repository)

Project Documents Portlet of the Workspace Page (with content repository)

Documents Portlet of the Workgroup Workspace Page

My Documents Portlet


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