You can share a published document or email with one or more
PIM contacts via email. You choose to send either download links or file attachments.
To share a document by Email:
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On the header bar, click
Information Zone.
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Search for the document that you want to share. For information, see Search for Published Emails and Documents.
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Do either of the following for the document that you want to share, depending on the view you are currently using:
- In Smart View, click
.
- In Classic View, click
.
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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.