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How to Send a File via E-mail in Document Library

  • Updated

You can send a file or a folder in the document library via email on the following Cards:

  1. Case Card
  2. Client Card

The look and functionality of the document library on both Cards are identical. However, in this article, we will send a file from the Case Card.

To send a file or a folder via email on the Case Card, head over to the Documents-view.

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Select one or multiple files or folders that you want to send.

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The following menu will appear, click the E-mail button.

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The .msg file will start downloading automatically.

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Once the download is complete, click on the file to open it.

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The documents from the .msg file will then be automatically attached to a new draft email, as below.

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Note:

1. Depending on the integration, the document management system in the article and your environment may differ.