BlueCielo Meridian Enterprise 2013 User's Guide | BlueCielo ECM Solutions

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Sending documents from a desktop application

To send documents from within a Meridian desktop application:

  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.
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

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 Web Access with the document selected.

Attach rendition

Attaches a copy of the current rendition of the document to the email message.
  1. 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.
  2. Select recipients, type a message subject, type additional text as desired, and send the message as you normally would.

Note    The attachments or shortcuts that you send in email messages correspond to the latest released revision of the documents in the context from which they were added to the message.

Related concepts

Emailing documents

Related tasks

Sending document shortcuts from Web Access

Subscribing to documents

Viewing and removing subscriptions


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