Send to Email Recipient or Send to File Location dialog [File menu]

Alerts and notices

  • Use the Send to Email Recipient dialog to send documents via email.
  • Use the Send to File Location dialog to send data from a selected drawer to a file.

To open the Send to Email Recipient dialog, click the arrow button next to the Send To Email button in the FileCabinet CS toolbar and choose Email Recipient, or choose File > Send to > Email Recipient.

To open the Send to File Location dialog, click the arrow button next to the Send to Email button in the FileCabinet CS toolbar and choose File, or choose File > Send to > File.

Notes

  • If your email service supports Messaging Application Programming Interface (MAPI) protocol, choose File > Send to > Email Recipient, and select documents to send. FileCabinet CS creates an email message, attaches the file, and enters the following default text into the body of the message:

    "The following files are attached to this email."

    Your firm can modify this text for all users. Individual FileCabinet CS users can also modify this text.

    The text is followed by a list of the attached documents. You can edit this text by clicking the Modify/View Email Text button.

  • If the system-generated PDF is password protected, FileCabinet CS also enters the following default text in the body of the message:

    "To protect your privacy, the attached PDF files are password protected. You will receive your password in a separate communication."

    Your firm can modify this text for all users. Individual FileCabinet CS users can also modify this text.

    The text is followed by a list of the attached documents. You can edit this text by clicking the Modify/View Email Text button.

  • FileCabinet CS will not create a PDF if you are sending an image and did not mark the Export images as Adobe Acrobat (.PDF) files checkbox, or if you are sending an embedded object.
  • If your email service is web based and does not support the MAPI protocol, save the documents by selecting File > Send to > File, create your message using the web-based email application, and manually attach the files you created.
  • Recipients can view the files through Adobe Reader version 9.0 or higher.

Fields & buttons

Shows all of the documents and image files that are available for the selected drawer. Highlight a document that you want to send to a file or to an email recipient and click the Select button to move the file to the Selected documents pane on the right.

Shows the documents you have selected to send to a file or to an email recipient. To remove a document from the list, highlight the document and click the Remove button to move it to the Documents list pane on the left.

When you first open the Send to Email Recipient dialog or the Send to File Location dialog, all folders are expanded in the Documents list. Click this button to collapse all folders in the documents list. When all folders are collapsed, the button name changes to Expand All.

Mark this checkbox to include annotations in the document, and then mark the checkbox for each type of annotation you want to include in the attached PDF.

Mark this checkbox to include page notes in the PDF file. The page notes are inserted after the page on which the note was added.

When this checkbox is marked, FileCabinet CS exports images in Portable Document Format (PDF). This allows the recipient of the file to view the image in Adobe Reader instead of in the application in which the image was created.

Note: Non-PDF embedded objects are always exported in their native file format, not in PDF.

Mark this checkbox to have FileCabinet CS combine all selected documents into a single PDF before sending. Otherwise, each document is sent as a separate PDF file.

Notes

  • To include image-type documents in the PDF, you must also mark the Export images as Adobe Acrobat (.PDF) Files checkbox.
  • FileCabinet CS cannot combine embedded documents into a single PDF file.

Mark this checkbox to open the PDF Password dialog and assign a password to prevent unauthorized viewing and/or modification of system-generated PDF files.

You cannot assign a password to an embedded PDF file.

Mark this checkbox to export documents as images in the PDF file. For example, you may want to mark this checkbox when annotations, such as highlighter text, do not display in the PDF.

Mark this checkbox to include a banner page as the first page of system-generated PDF files that FileCabinet CS sends to email or to a file. The banner page contains links to all of the documents contained in the PDF. When you mark this checkbox, the Modify/View Banner Page dialog opens.

Click this button to open the Modify/View Banner Page dialog, in which you can customize the banner page.

Mark this checkbox to include an email signature when you send items to email recipients. Select the email signature you want to include from the adjacent drop-down list. For information on setting up email signatures, see adding, editing, or deleting email signatures.

Click this button to open the Email Options dialog, where you can add, edit, or delete signatures.

Click this button to open the Modify/View Email Text dialog, where you can edit the default system-generated email text that is included when you send documents via email. FileCabinet CS saves the changes for future email correspondence for only the current user.

This field contains the name of the document that is currently highlighted in the Selected documents list. Click this field to edit the document name. When the Combine documents into single PDF file checkbox in the Options section is marked, the default file name is Document.

Undo button Click this button to undo changes to the document name. This button is enabled only after you modify a document name.

Mark this checkbox to append the drawer ID to the current file name.

Note: This checkbox is not available for custom file names or for embedded document names.

Mark this checkbox to append the drawer name to the current file name.

Note: This checkbox is not available for custom file names or for embedded document names.

Mark this checkbox to append the folder to the current file name.

Mark this checkbox to append the creation date to the current file name.

The following fields are available only in the Send to File Location dialog.

Displays the location to which FileCabinet CS will send the file.

To change the location to which FileCabinet CS sends the PDF files, click this button, navigate to the desired location, and click OK.

Note: If you're running FileCabinet CS in the Virtual Office CS or SaaS environment, you can navigate to files on your local network.


The following checkboxes and fields are available only in the Send to Email Recipient dialog.

Mark this checkbox to have FileCabinet CS enter the email address listed below in the To field of the email.

Displays the email address that was entered in the Drawer email field of the Drawer Properties dialog.

Mark this checkbox to have FileCabinet CS enter the email addresses listed below in the Cc field of the email.

Note: Email addresses appear below the checkbox if you have entered Cc email addresses in Setup > User Preferences > Email Options.

Mark this checkbox to have FileCabinet CS enter the email addresses listed below in the Bcc field of the email.

Note: Email addresses appear below the checkbox if you have entered Bcc email addresses in Setup > User Preferences > Email Options.

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