(Dansk version)

Overview

One of the neat features in DocuNote is the ability to send documents to mail recipients via your e-mail client. This can be easily handled by using Send to menu (Send document to - user guide) and then pointing to E-mail option.

Another great option is sending e-mails to contacts listed in DocuNote address book. You may find it helpful, if your mail client's database does not contain the needed e-mail address.

What is more, the contact or user can be linked to one or more documents or pictures, or even cases. In that case, this contact's/user's address will be offered as default one to sent to. For more information about linking documents and cases to specific contacts/users, see Send document to contact by e-mail - setup parties field

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Please note:

• From DocuNote version 6.9, “The New Outlook”-add-in is supported for the most used features

  • See “The New Outlook” add-in - Progress for a detailed list and progress plan.
  • For system requirements (and “pr. user” install of Add-in) see “The New Outlook” add-in - Technical setup
  • See “The New Outlook” - add-in for “how to” guides.

• Some DocuNote functions do not work with "The New Outlook". In these cases, the pop-up below will be shown.

  

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Sending e-mails with no items attached

An easie way to initiate procedure for sending e-mail to a DocuNote contact is to use the keyboard shortcut Ctrt+M, and search for the contact in the dialog box that appear.

1. Use the Search for box at the top to look up the contacts that are stored in DocuNote address book. All the search results will be listed under Search tab.
2. Select the contact you are interested in and click To, Cc or Bcc to add a recipient's e-mail address to the corresponding fields.
3. Click the Send with template to use some predefined e-mail template. For details, see Using e-mail templates.
4. When ready, click Send.

Your mail client will start up then with filled contacts' e-mail addresses.

Sending e-mails with documents attached

To send one or more documents to contacts listed in the DocuNote address book, follow these steps: