Attaching GoFileRoom documents to an outgoing Outlook email message

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  1. Prior to sending an email message that is open in Outlook, click the Attach GoFileRoom Document(s) button Attach GoFileRoom Documents button in the Outlook GoFileRoom toolbar. Office 2007 users: click this button in the Add-Ins tab of the ribbon.
  2. Enter your login and password, if prompted.
  3. In the GoFileRoom Search screen, choose a drawer from the Drawers drop-down list.
  4. Perform a search for the documents you want to attach.
  5. In the Search Results screen, mark the checkboxes to select documents you want to email. You can select a single document or as many as 150 documents for emailing as attachments or links.

    Note: Mark the checkbox in the column header to select all documents in the current page.

  6. Click the appropriate link depending on the action you want to perform.

    Right-click and choose Email Documents Using Outlook > Native Format from the context menu.

    Right-click and choose Email Documents Using Outlook > ZIP from the context menu.

    Note: The resulting archive file will be named using the format <current drawer name>.zip.

  7. If you are attaching PDF files, enter a password in the PDF Password field in the Secure PDF document dialog that opens and click OK.

    Notes

    • PDF passwords must be at least nine characters long.
    • We recommend that you communicate the PDF password to the email recipient in a separate communication prior to sending the email.
  8. If necessary, finish composing the email message and adding email recipient addresses.
  9. Click the Send button.

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