You can Email documents within GlobalSearch from the Search Results View or the Document Viewer. Email menu options and behaviors are different, depending whether or not the Launch extension is enabled and the GlobalSearch Extensions application is running on your computer.
You must have Email permissions to an Archive to use this functionality.
Email Launch
With the Launch extension enabled, you can automatically create new email messages with selected GlobalSearch documents attached.
Launch Email defaults to Microsoft Outlook®. This can be changed by configuring the Email Launch Table.
When emailing, you can decide if annotations should be included or not, in addition to which Index Field is used to name the attached file or files. Note that all documents attached to email will be converted to PDF, regardless of the original file type.
Be mindful of the number of documents, number of pages, and color depth of files being attached to email messages. If your business process dictates emailing documents from GlobalSearch, you will need to ensure your capture process supports scanning or importing documents in a manner that is email friendly. All email servers will have a maximum file size for attachments, and your limit may be greater than the limit of your email's recipient. If your scan process generates files that don't conform to those limits, you may not be able to achieve the desired result.
Search Results View
From a Search Result, select one or more documents from the list.
Selected Documents
From the Actions (
) menu, select Email and select either Annotations or Without Annotations.
Actions Menu
If you do not have Annotation permissions, only the Annotations option will be available and documents will be attached with annotations burned in.
Select an Index Field whose value will be used as the filename for the attachment. Your email client will open with the selected attachment(s). From there, you can send your message.
Attachment File Name
Document Viewer
From a Search Result, select a document and open it in the Document Viewer.
Document Viewer
From the Actions (
) menu, select Email and select either Annotations or Without Annotations.
Actions Menu
If you do not have Annotation permissions, only the Annotations option will be available and documents will be attached with annotations burned in.
Select an Index Field whose value will be used as the filename for the attachment. Your email client will open with the selected attachment(s). From there, you can send your message.
Attachment File Name