Attaching record details to new email messages
When composing and sending email, Content Manager enables you to attach Content Manager record details, registered electronic documents and references.
- On the email you are composing, click the Attach Record button.
- Search for the records you want to attach and click OK.
You will return to the Attach Content Manager records dialogue box with the selected records.
Message Format tab
- Add record details to message body - adds the record details to the email message body rather than as an attachment.
- Attach Content Manager record link - attaches a Content Manager reference file for the selected record(s) to the email
- Attach electronic document of type - select from the drop down list the appropriate rendition of the electronic document to attach to the email
- Attach original document if selected rendition does not exist - attaches the record's electronic document - if any - to the email
NOTE: Tagged records are included in a single reference file.
Record Metadata tab
- Select metadata to include in email. See Record Metadata tab.
- Click OK.
You will return to the email with the selected data included.
NOTE: For the full functionality of this option - for example, the record metadata tab - the email message must be in plain text or HTML format.
TIP: A record can also be attached to a new email message by dragging the record from the Content Manager client and dropping it onto a new Email window. If you wish to add a HTML link to the record in the email body, right-click on the record in the Content Manager client and click Copy Link, then paste this into the new Email window.
For related information, see:
- CM24.2_Spec.pdf in the Content Manager installation folder's Documentation folder for information on the limitations and behaviour of Content Manager in Outlook and the Attach Content Manager records command.
Related information