BlueCielo ProjectForce 2011 User's Guide | BlueCielo ECM Solutions

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Emailing a document and a link

To email a copy of a document and a link to the document:

  1. Select one or more documents in the document list.
  2. Right-click your selection, point to Send, and click Copy and Reference To on the shortcut menu. Your default email application will open a new email message with a copy of each selected document and a link to each selected document attached to the message, similar to the following figure.

  1. Select message recipients and type subject and body text as usual.
  2. Click Send. The message is sent.

Your message recipient can open the document, save it to disk, or double-click the link to retrieve the document in ProjectForce.

Note    Emailing a document does not check the document out. The message attachment becomes an uncontrolled, untracked copy.

Related tasks

Importing documents into ProjectForce

Sending documents to ProjectForce

Copying documents out of the vault

Emailing documents and links

Emailing a link

Emailing a copy of a document

Exporting documents

Related information

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