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.