Document Management

How to Send a Document by Email to a Person

 

What to do:

As a prerequisite for this example, you must have created persons and allocated one or more files to the document DOC-1100 Ball Pen.

Organization and File Server

Select Start > Documents > All Documents.
The Document mask is opened.
Select List from the context menu.

Search for DOC-1100 Ball Pen.

Click on the document and select Mail document from the context menu.
The Related Files list is opened.

Select one or more files and press ENTER to confirm the selection.

If you do not wish to send a file, you can cancel this selection with the Escape key (ESC).

The Persons list is opened.
Select Mrs. Miller and press ENTER to confirm the selection.
If you do not wish to select a person from the list, you can cancel this selection with the Escape key (ESC).
Note Your standard e-mail application e.g. Microsoft Outlook or Netscape is now started. The meta data of the document and the selected files are already included in the email. Now you can complete your entries and send the email. If you have not selected a person, you can now enter any email address.