Email Sharing Options
When you share an email or document, the following options are available on the Email Options step.
Field | Description |
---|---|
From Address | If you have multiple contact email addresses set up, you can select which one to use as the sender of the email, and this is the email address that you will receive replies to. |
Copy To Inbox | Select an email address to create a copy of the email in their Outlook Inbox. |
Log Mailing For | Choose which recipients to record a log of them receiving the email. |
Share Attachments Via Download Link | Select this option to include download links to the item in the email. This option is primarily used if one or more recipients are external contacts. When an external contact clicks the link, they are taken to a secure download page. |
Share By Email | Select this option to include download links to the document in the email. This applies to internal contacts only. |
Send Attachments To Users | Select this option to attach the item to the email. This option is relevant when you select the Share By Email option as it ensures external contacts receive the documents. |
Zip Attachments | Select this option to attach a zip file of the item instead of attaching the item directly. This option applies to external contacts only. |
Request Delivery Report | Select this option to receive an email notification when a recipient receives the email. |
Request Read Receipt | Select this option to receive an email notification when a recipient opens the email. |
Do Not Send Until | Use this option to delay the sending of the email for a future date. Click to select a date. |
Parent Topic: Fields and Options