Sending Folders

You can send an email containing a link to the folder currently displayed on your Processes tab. The recipient of the email can follow the link and view the folder's links in the recipient's Processes tab of their own Guide pane.

Note: Sending folders is not available when the current folder is Processes or one of its children.

To send folders in an email:

  1. From the Options menu in Processes, select Send Folder.

    The Send Mail dialog box appears with the link to the current folder contained in the text of the email.

    Note: The links appear as clickable blue underlined links only in the receiver's mail application.

  2. In the To field, type the required email address.

    Or

    Click . The Add User dialog box opens. For information on selecting users or user groups from the Add User dialog box, refer to Adding a User in Collaborating with Others.

    • The name of the current view objects automatically appears in the subject field. You may overwrite the subject. The body message contains the URL to the page. You can add/edit the content of the body message as needed.
  3. Click Send.

Related Topics

Collaborating

Sending Links



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Last Published Thursday, December 10, 2020