Overview

The Send To menu allows users to quickly send documents and pictures to another location. One of these location is Contact by e-mail which means attaching document to a new e-mail message and sending it to contacts and users listed in DocuNote address book. For more information, see Sending e-mails to DocuNote contacts

Every document or picture can be linked to specific contacts and users from address book. So, later, when sending document, the system will offer these contacts/users as default ones. This allows users to be more productive with no need to search contacts/users manually.

Furthermore, you can link contacts/users to cases. In that case, every document or picture under the specific case will get information that was specified in parent case's properties.

Setting metafield on metaforms designer

At first, you should define the specific metadata on your document or case metaform. Follow these steps:

1. Click the DocuNote tab, and select Metaforms Designer*.*
2. Click the Create design for documents or Create design for cases on the ribbon bar to create a new document or case metaform, respectively. Alternatively, you can modify the exisisting document or case metaform of your choice.
3. Provide the metaform with a name and label.
4. Check if the Parties or field is present on the metaform. If not, place it.
5. When done, Save your settings.

<aside> 💡 Tips:

• In place of Parties system field, you can also use such custom field types, as User picker (for linking documents to internal users) and Contact picker (Custom field types).
• Placing metafields is an easy drag-and-drop operation. </aside>