Sending Email about Documents

You can send email for a project document that includes basic details and a bookmark link to the document.

To send document Emails:

  1. Click Projects.
  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 Email Document Details.
  5. In the Email dialog box:
    1. Edit the recipient list, message, and subject as needed.
    2. Click Send Email.

Tips

Related Topics

Working with Documents with a Content Repository

About the Document Content Repository

Creating Document Templates

Copying Documents from Existing Templates

Adding Documents to a Project and Storing Them in the Content Repository

Adding Documents to a Project from the Content Repository

Configuring Document Details

Checking Out Documents

Checking In Documents

Creating Document Folders

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents



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Last Published Wednesday, December 2, 2020