Send Document File by E-mail

Explanation

This activity is used to send a document file by e-mail. A copy of the document file is attached to an e-mail message, and data from the document revision is automatically entered into the text field of the message. You only need to address the e-mail and send it. 

Prerequisites

• The selected document revision must have a connected document file.
• You must have view access to the document revision.
• You must have a mail client with MAPI support installed on your computer. 

System Effects

A new e-mail message is created by your mail client with a copy of the document file attached to it. 

Window

Document Revisions
Document Revision
Document Object Connections
Project Navigator

Related Window Descriptions

Document Revisions
Document Revision
Document Object Connections
Project Navigator
Project Navigator/Project Documents

Procedure

1. Open the Document Revision window or the Document Revisions window or the Document Object Connections window.
2. Query (F3) for a document revision and display it.
3. Right-click and then click Send by E-mail. Alternatively in the Document Revisions and Document Object Connections windows, first select the row. Your mail client will open a message with the attached document file. The document title is inserted automatically into the message's Subject field. In the text area of your message, document data is entered automatically. This data consists of the title, document class, document number, document sheet, document revision, and status. The document data and the text in the Subject field can be modified or deleted.
   Note: You can also right click on the Documents link in the Attachments context pane and click Send By Email to send a connected document file.
4. Enter one or more e-mail addresses in the To and CC fields. 
5. Click Send to send the document by e-mail.