Adding Documents to Email

Attaching and Linking To Documents Explained

When creating emails, users may want to add documents or links to documents that are saved in fileplan. Attaching a fileplan document to the email allows the user to insert a copy of the file directly into the email as an attachment. Linking to a fileplan document provides users with the ability to download the most up-to-date version of the file.

 

To use these functions, create a new email and select the option Attach Documents (1) or Insert Links (2) from the email's ribbon menu.

 

 

Selecting Documents

Once the Attach Documents or Insert Links function has been selected, the user will be presented with the fileplan Select dialog which allows the user to locate the files that will be added to the email. Ensure that the check boxes for the desired documents are ticked and click Select.

 

 

Attaching Documents

If the Attach Documents function has been used, the documents that have been selected are then added as attachments to the email using the Document IDs and Titles of the documents in the file name.

 

 

Inserting Links to Documents

If the Insert Links function has been used, the documents that have been selected are then added as hyperlinks to the email using the Document IDs and Titles of the documents in the file name. Holding the Control key and clicking on these links will download the document from fileplan.

 

 

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