Creating Email Links to Repository Items

You can create email links to repository items. Rules for linking:

  • Recipients must be defined as a user with a Planning and Budgeting Cloud Service Workspace user name and password to open the linked item in a web browser.

  • Recipients need proper access privileges to view the item.

  • Items in the link can be viewed in web browsers. A link to the item is sent; not the item. When you click the link, Planning and Budgeting Cloud Service Workspace is opened, and the item is displayed.

  • You cannot send an email link to a folder.

  • You must select and send email links individually.

  • You can add text to the email message.

  To create email links:

  1. From the repository, select the item to email.

    Tip:

    If the email link option does not display for an item, that item cannot be sent as an email link.

  2. Select File, and then Email Link.

    The Email Link dialog box, containing the URL links is displayed.

  3. Perform one of the following tasks:

    • Enter the recipient’s email address.

    • Use the Email Recipient List

  4. Optional: Update the Subject text associated with the email message.

  5. Click Send.

    Note:

    You cannot recall a message after it is sent.

Using the Email Recipient List

Use the email recipient list to organize a list of recipients to which you send email links. Two email recipient lists are maintained; one to email links, one to email batch notifications.

  To use the email recipient list:

  1. Select File, and then Email Links.

  2. Click Select to display Email Link, and select recipients.

  3. Optional: To add a recipient, in New Recipient, type the email address and click the Add To arrow.

  4. Optional: To remove an email from the selected recipient list, select an email and click the Remove From arrow.