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

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. To send the 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.
   • By design, the user-entered password that is applied to the PDF is only valid for opening that file. Adding this password protection also triggers GoFileRoom to apply a second randomly generated password that is applied to the document at the Document Permissions level within the PDF.  This second level of security prevents other document operations such as changing the document content and altering the security settings for the document. The secondary document permissions password that is needed to alter these settings is not recorded anywhere.
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.

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, 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.

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. To send the 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.
   • By design, the user-entered password that is applied to the PDF is only valid for opening that file. Adding this password protection also triggers GoFileRoom to apply a second randomly generated password that is applied to the document at the Document Permissions level within the PDF.  This second level of security prevents other document operations such as changing the document content and altering the security settings for the document. The secondary document permissions password that is needed to alter these settings is not recorded anywhere.
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.

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