Emailing documents and document links from within GoFileRoom

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When emailing documents from within GoFileRoom, you can email single or multiple documents as attachments or you can email links to GoFileRoom documents.

Note: Email recipients must be logged in to GoFileRoom to be able to access GoFileRoom documents through links; therefore, we recommend sending documents as attachments to non-GoFileRoom users and emailing document links to recipients who have access to GoFileRoom.

Emailing documents from the GoFileRoom viewer

Follow these steps to email single documents as attachments or links from within the GoFileRoom viewer.

  1. Open a document in the GoFileRoom viewer.
  2. Click the GFR eMail button in the viewer toolbar.
  3. Enter the recipient's email address in the To field or click the To button to select it from the Contact list.
  4. Add recipient email addresses in the CC and BCC fields, if desired.
  5. Enter a subject in the Subject field, if desired.
  6. If you are emailing a PDF file as an attachment and the GoFileRoom Secure PDF feature is enabled, you must enter a password in the PDF Password field.

    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.
  7. Enter message text in the Message pane.
  8. To send the current document as a link, click the as link option. To send the current document as an attachment, click the as attachment option.
  9. Click the Send button.
  10. Click OK to close the confirmation dialog that opens.

Note: Your GoFileRoom Login appears as the sender's email address.

Emailing documents from the Search Results screen

Follow these steps to email single or multiple documents as attachments or links from within the Search Results screen.

  1. Perform a search to locate documents you want to email.
  2. 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.

  3. Right-click and choose Email Documents Using GoFileRoom from the context menu.
  4. Enter the recipient's email address in the To field or click the To button to select it from the Contact list.
  5. Add recipient email addresses in the CC and BCC fields, if desired.
  6. Enter a subject in the Subject field, if desired.
  7. If you are emailing a PDF file as an attachment and the GoFileRoom Secure PDF feature is enabled, you must enter a password in the PDF Password field.

    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. Enter message text in the Message pane.
  9. To send the current document as a link, click the as link option. To send the current document as an attachment, click the as attachment option.
  10. Click the Send button.
  11. Click OK to close the confirmation dialog that opens.

Notes

  • Your GoFileRoom Login appears as the sender's email address.
  • When you attach multiple documents to an email, the recipient receives an attachment for each document.
  • When you send multiple document links in an email, the a recipient will see a document list containing links to the related documents.

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