Sending Email Messages with Documents or Links Attached

You can send email messages with ProjectWise documents attached, or you can send email messages containing links to ProjectWise documents. When you send a link to a user who also has a compatible version of ProjectWise Explorer installed, clicking on that link will launch ProjectWise Explorer and navigate to and select the appropriate document.

To Send Documents in an Email

Select one or more documents and select Document > Send To > Mail Recipient. Microsoft Outlook opens a new, untitled message with the selected document(s) attached.
or

Open Microsoft Outlook, create a new message, and select Insert > ProjectWise document. In the dialog that opens, select the ProjectWise document(s) to attach to the email.
Select the recipient(s) for the message, type the accompanying message and send the message.

To Send Document Links in an Email

Select one or more documents and select Document > Send To > Mail Recipient As Link.
Microsoft Outlook opens a new, untitled message with links to the selected document(s) displayed in the body of the message.
Choose the recipient(s) for the message, type the accompanying message and send the message.

Note: Microsoft Outlook's setting, Use Cached Exchange Mode (under Tools > E-mail Accounts), must be on for the Document > Send To > Mail Recipient As Link command to function properly. When Use Cached Exchange Mode is not set, any text added to an email generated by using Document > Send To > Mail Recipient As Link will not be sent by Microsoft Outlook. See Microsoft Outlook's documentation for instructions on how to turn on Use Cached Exchange Mode.