BlueCielo Meridian Enterprise 2018 User's Guide
Emailing documents
You can send vault documents by email
Note The
To send document shortcuts from within Meridian Power:
- In any Navigation view, click the document name hyperlink of the document that you want to send. The document’s property pages appear.
- On the Document property page, select the URL that appears at the bottom of the page and copy it to the Windows Clipboard.
- In your email application, paste the URL as a link using the email application’s normal command.
- Select recipients, type a message subject, type additional text as desired, and send the message as you normally would.
Tip The URL can be useful for more than just email messages. The URL can be pasted into any application that supports hyperlinks.
To send documents from PowerUser:
Note The Messaging Application Programming Interface (MAPI) must be enabled on your PC for this command to be available.
- In any Navigation view, select the documents that you want to send.
- On the Document menu, select Send to Email Recipient. The Email Documents dialog box appears.
- Click options or type values using the descriptions in the following table.
- 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.
- Select recipients, type a message subject, type additional text as desired, and send the message as you normally would.
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 vault in Meridian Power with the document selected. |
Attach rendition |
Attaches a copy of the current rendition of the document to the email message. |