• Working in the Interface
  • Go To
  • Jumping to a Document
  • Saving a Compressed File
  • Exporting a Batch of Documents as PDF
  • Saving a Document as an Excel File
  • Saving a Document as a Web (HTML) Page
  • Send to mail recipient (as attachment)
  • Send to mail recipient (as PDF attachment)
  • Find/Replace Dialog
  • Browser Jump codes
  • Using the Program
  • Recycle Bin
  • Document Manager Filters
  • Docking Frames
  • Working Papers Ribbon

Send to mail recipient (as PDF attachment)

Automatic and CaseView documents on the Document Manager can be converted to PDF and automatically sent by email as an attachment.

Procedure

1. Select the desired document(s).
2. On the Documents tab, click Send To | Mail Recipient (as PDF Attachment).
3. (Optional) Select Skip annotations and commentary.
4. (Optional) Save all the documents to a single merged file by selecting Merge documents into a single .pdf attachment.
5. (Optional) Add PDF Security Options to the document(s).
6. Click OK.
7. Enter the destination email address and a message.
8. Click the Send button in your email application.

Results

The documents have been converted to PDF and attached to an outbound email.