Content Manager 25.1 Content Manager

# 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.

1. On the email you are composing, click the Attach Record button.
2. 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

   NOTE: Tagged records are included in a single reference file.

   - 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

   Record Metadata tab

   - Select metadata to include in email. See Record Metadata tab.
3. 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:

- CM24.4_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

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Attaching record details to new email messages