Sending documents from PowerUser

Note    

To send documents from PowerUser:

  1. In any Navigation view, select the documents that you want to send.
  2. On the Document menu, select Send to Email Recipient. The Email Documents dialog box appears.
  3. Click options or type values using the descriptions in the following table.
  4. Click OK. A new email message is opened in your default email application with the document attachments or shortcuts that you selected added to the message.
  5. Select recipients, type a message subject, type additional text as desired, and send the message as you normally would.
Email options
Option Description

Attach document

Attaches a copy of each selected document to the email message. No workflow is started for the document and the copy is not tracked by Meridian.

Tip    You can also attach vault documents to an email message by dragging them from any Navigation view and dropping them onto an open message window just as you would from Windows Explorer.

Add PowerUser Shortcut

If Microsoft Outlook is installed on your PC, Meridian adds a shortcut to the body of the email message that the recipient can click to open the document in PowerUser.

If Microsoft Outlook is not installed on your PC, Meridian adds a vault query for the document to the body of the email message. Recipients can copy and paste the query into Windows Explorer to open the Meridian vault in PowerUser with the document selected.

Add Web Access URL

Adds the URL of the document to the body of the email message. Recipients can copy and paste the URL into Internet Explorer to open the Meridian vault in the Meridian Web Client with the document selected.

Attach rendition

Attaches a copy of the current rendition of the document to the email message.

Related concepts

Emailing documents

Related tasks

Sending document shortcuts from the Meridian Web Client

Subscribing to changes

Viewing and removing subscriptions