A practical time-saving feature is the Send documents to menu, which allows you to send documents and templates to various locations. This menu is available both on the ribbon bar and from the context menu when you right-click on an item and then hover over Send document/template to.
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Please note:
From DocuNote version 6.9, “The New Outlook”-add-in is supported for the most used features
Some DocuNote functions do not work with "The New Outlook". In these cases, the pop-up below will be shown.
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The Send document to menu contains by default the options represented in the following table:
| Title | Description |
|---|---|
| This Pc | Allows you to choose the relevant location on your PC. By default, the most recently used location is selected. |
| Opens the mail client with the selected document attached to a new email. | |
| E-mail using template | Allows you to select the email template that will generate an outgoing message in your email client, with the document attached. |
Please note: Not yet supported for “The New Outlook” | | Windows clipboard | Copy the selected document to Windows clipboard. | | Contact by e-mail | Allows you to send the document to a contact from your DocuNote address book. For further details, see ‣
Please note: Partly supported for “The New Outlook”
Allows you to send a link to the document that can be opened in the Web portal.
Another useful feature of the Send document to option is the ability to create a custom location. For more information, see (Context menu editor).
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It is possible to create special naming for exported documents for each document category, for the function Send documents to.
Go to the Administration area, navigate to System setup, under the Documents and cases tab expand document categories, and navigate to the document category you wish to have a separate naming for.
In the field Naming of exported document, you can insert free text, data from text fields (by inserting the field's name in {}), as well as the commonly supported references {T} - title, {N} - number, {V} - version, {S} - status.
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