- Prior to sending an email message that is open in Outlook, click the Attach GoFileRoom Document(s) button in the Outlook GoFileRoom toolbar. Office 2007 users: click this button in the Add-Ins tab of the ribbon.
- Enter your login and password, if prompted.
- In the GoFileRoom Search screen, choose a drawer from the Drawers drop-down list.
- Perform a search for the documents you want to attach.
- In the Search Results screen, tick 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: Tick the checkbox in the column header to select all documents in the current page.
- Click the appropriate link depending on the action you want to perform.
Attach the selected documents in their native format
Attach a ZIP archive containing the selected documents
Embed links to the selected documents in the body of an email message
- 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. To send a PDF without a password, leave the PDF Password field blank and select 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.
- If necessary, finish composing the email message and adding email recipient addresses.
- Click the Send button.
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