ATTACH A CONTENT MANAGER DOCUMENT TO AN EMAIL STARTING IN
CONTENT MANAGER
This
document provides instructions on how to include a document stored in Content
Manager as an attachment to an Outlook Email starting in Content Manager.
1. Open
Content Manager and navigate to the document you want to send.
2.
Right click on the document and select Send To . . . Mail. You can also
select the document and then select the mail icon in the ribbon bar.
a. This
opens the dialog box below.
i.
Check the box for Content Manager record
reference if you want to send a link to the file in
Content Manager. This is appropriate for Borough staff who are authorized to
view the record.
ii.
Check the box for Electronic Document if you
want to attach the file itself (ie., the Word, Excel, PDF
document, etc.). This is appropriate for external contacts who do not have
access to Content Manager.
iii. In
the field provided, you have the option of
Entering a new title to be displayed on the
attached file.
iv.
Click OK.
3. Your
email message window will now appear with the document and/or the reference
file link attached, depending on the options you selected in the previous
window. Complete the email form as usual:
a.
Enter the appropriate contacts in the “To” and “cc” fields.
b.
Enter the subject line as you wish.
c.
Add the body of your message and your signature.
d.
Click “Send”.
For further
information or assistance, email the Records Division at Borough.Records.Division@matsugov.us
or submit a Help Desk Ticket using the CM Assistance selection.