Send mail

You use the Send Mail action to send a link to a document, folder, or custom object, or to send a document as an email attachment. Recipients who receive email with a link must log in before opening the linked item and must have access rights to view the item. Recipients who receive email with an attachment can open the attached document without logging in.

TIP When you send a link to a document from a list view, the link opens the released or current version of the document, even if the document is subsequently updated. To send a link to a specific version of the document, use Show Hyperlink instead of Send Mail. See Show an object's hyperlink for more information.

When sending an object as a link, the document or folder name is displayed as the link text. For example, if the name of your document is MyDocument, MyDocument is displayed.

NOTE  Your site administrator must configure the General settings for mail site preference before you can use the Send Mail action. In addition, you must set your email address in the User Preferences email Settings before you can send a link or attachment from Workplace.

To send a link or document attachment

  1. Navigate to or search for the desired items.
  2. Right-click the object name and click Send Mail. If you want to select more than one object, select the check boxes to the left of the objects you want to send. To select all items in the page, select the check box to the left of the title row for the list of objects. From the Actions Menu, click Send Mail.
  3. Workplace opens a mail message. Complete the mail message fields as needed.
  4. Specify what you want to send:
    • Click Send as Link to include a link to the object as part of the email text. When you select multiple items to send as a link, one email message is created with a link for each selected item.
    • Click Send as Attachment to send the document as an attachment to the email. Depending on the Multiple Files Use Compression setting in the General settings for mail site preference, multiple documents sent as an attachment might be converted to a compressed file containing all the documents before being attached to the mail message. The compressed file is named after the first item in the list.


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