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



Last Published Thursday, February 1, 2024