• Print and save
  • Advanced PDF options
  • Print file content
  • Save as Excel
  • Save as PDF
  • Save as a web page
  • Send as an email attachment

Send as an email attachment

You can convert automatic and CaseView documents to HTML or PDF to send as email attachments.

To send documents as an HTML email attachment:

1. In the Document Manager, select the documents that you want to send as an email attachment. Use CTRL + click to select multiple documents, or select a folder to include all subfolders.
2. On the ribbon, click Document | Send To | Mail Recipient (As Attachment)....

The documents are converted to HTML and attached to an outbound email in Microsoft Outlook.

To send documents as a PDF email attachment:

1. In the Document Manager, select the documents that you want to send as an email attachment. Use CTRL + click to select multiple documents, or select a folder to include all subfolders.
2. On the ribbon, click Document | Send To | Mail Recipient (As PDF Attachment)....

3. Complete the PDF Attachment settings as required.

   Option	Description
   Skip annotations and commentary text	Exclude annotations and commentary text from the PDF email attachment.
   Include tickmark legend	Create a legend for each tickmark type in the document(s).
   Export as PDF/A (ISO 19005-1 compliant)	Export the document(s) to a standard archiving format.
   PDF Security Options	Enable security options for the PDF. Owner password: Add a password for the owner of the PDF. Re-enter and confirm the password. User password: Add a password that users must enter to view the PDF. The User password should not duplicate the Owner password. Enable printing: Allow users to print the PDF. Enable document modification: Allow users to modify the PDF. Enable copying text and graphics: Allow users to copy text and/or graphics from the PDF. Enable modifying notes: Allow users to modify notes in the PDF.

   Click Advanced... to customize the advanced PDF options if required. Click OK.

The documents are converted to a PDF and attached to an outbound email in Microsoft Outlook.

Note: You can also send the entire engagement file as an email attachment. On the ribbon, click Engagement | Send To | Mail Recipient (As Attachment)....