Sending Documents by E-mail

View - Documents - Document list

Documents linked to one or more contacts can be sent to the contact(s) via e-mail. To be able to send a document by e-mail, an e-mail address has to be registered on the contact card for that contact, and the document must be created or imported.

You can send documents by e-mail from the document list, and via the Document tab in all modules where it is available.

Note! It is not possible to send employees documents by e-mail. You need to have Microsoft Office 2000 or a more recent version installed to allow documents to be sent by e-mail.

How to send a document by e-mail

Select the document you want to send by e-mail
Click Send e-mail (or right-click on the document and select Send e-mail).
An e-mail will be generated and opened in the e-mail client you selected in the user settings. The recipient field is completed automatically and the document is attached as a file.
Fill in any additional details you may have.
Click Send.

The document has now been sent via e-mail.

How to send a merged document by e-mail

Select the document you want to send by e-mail
Click Send e-mail (or right-click on the document and select Send e-mail).
Microsoft Word opens and the Mail Merge function is available.
Click the Electronic Mail link.
Select e-mail in the To drop-down list.
If you wish, enter a Subject.
Select the format required in the drop-down list for Mail Format.
Complete other fields according to your requirements.
Click OK.
You will be informed that a program (Mamut) is trying to access your e-mail addresses in Outlook. Give access for the desired number of minutes and click Yes.
Click Yes again to confirm the transmission.

The document has now been sent.