Emailing documents

You can send vault documents by email either as attachments to messages from the PowerUser or as shortcuts from PowerWeb.

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.

To send document shortcuts from within PowerWeb:

  1. In any Navigation view, click the document name hyperlink of the document that you want to send. The document’s property pages appear.
  2. On the Document property page, select the URL that appears at the bottom of the page and copy it to the Windows Clipboard.
  3. In your email application, paste the URL as a link using the email application’s normal command.
  4. Select recipients, type a message subject, type additional text as desired, and send the message as you normally would.
Note:

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.

  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.

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 PowerWeb 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 PowerWeb with the document selected.

Attach rendition

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