Send To options

Content Manager enables you to send details about a record and other Content Manager items like Locations with an attached electronic document, if applicable, to the following destinations:

• Mail Recipient - starts your email to send a reference to the record or the record as attachment by email.

  See Attaching record details to new email messages.

• Make Reference - creates a Content Manager reference file.

  See Content Manager references

• Print Report - prints the selected item.

  See Printing reports or labels and Printing electronic documents.

• Print Document - prints the attached electronic document.

  See Printing electronic documents.

• Print Merge - sends data to a print merge document.

  See Print merge.

• Web Publisher - creates Web pages out of Content Manager items.

  See Web publisher.

• Export XML - exports data in XML format.

  See Export XML.

• Favourites - sends selected items to your Favourites shortcuts bar.

  See Favourites, Recent, Trays, To Do Items.

• Add To Recent Documents - sends selected record with electronic document to your Recent documents shortcuts bar.

  See Favourites, Recent, Trays, To Do Items.

• Add To Records Work Tray - sends selected items to your Records Work tray.

  See Trays.

• Add To User Label - displays the Content Manager user labels for you to select one to apply to the item.

Related information