You can share one or more documents in a basket with selected contacts via email.
To share documents in a basket via Email:
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On the header bar, click
Information Zone.
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If Smart View is disabled, click the
Smart View toggle
to enable it.
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Click the
Basket Mode option at the top.
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In the basket pane on the left, click the basket that you want to manage.
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Click
Email Basket.
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On the Email Documents window, deselect any documents that you do not want to send, and then click
Next.
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On the Send Email To step, select the TO, CC, or BCC option for each recipient that you want to email the documents to, and then click
Next.
If any contacts that you want to send the documents to are not listed, enter the name of the contact in the
Add Recipient field, and then click the contact to add them.
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On the Email Composer step, enter a subject and message for the new email, and then click
Next.
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Select one or more document pools to publish the new email to.
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If one or more document pools are linked to record types, in the Select Attributes pane, enter or select any records that you want to link the email to, and then click
Next.
For example, if a selected document pool is linked to the project entity record, you can select a project to link the email to.
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On the Email Options step, modify any of the options, as required. For information, see Email Sharing Options.
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Click
Finish.