Sending a copy of a document

Sending a copy of a document attaches it to a new email message, ready for you to complete and send. This requires Microsoft Outlook to be installed and configured.

Note    You should only use this command if the message recipient does not have access to the vault where the document resides. If they do have access, you should use the Send a Reference command instead.

To send a copy of a document:

1. Open the SharePoint library that contains the document that you want to send.
2. Point to the name of the document that you want to send until the down arrow appears, click the down arrow, and select Send Copy To. A new email message window opens with the selected document attached.

Note    Depending on your web browser security settings, your web browser may show a warning about an ActiveX control when executing this command. If so, click Yes. Other progress dialogs may be momentarily visible during this process and can be safely ignored. If the vault has been configured to do so, you may also be prompted for your user name and password to open the vault.