Attaching GoFileRoom documents to an outgoing Outlook email message

Alerts and notices
  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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