Forwarding containers by mail
A special function is available for communication with external persons without access to the data pool, which also allows very large files to be sent. Only a link is sent to the external person, which can then be used to download the selected file.
Using the "Selected Documents – Forward by Mail" function, the attachments of several containers can be sent to external persons at the same time.
To send the attachments of several containers to external persons:
- Select those documents in the view that are to be sent to an external person by clicking on the checkbox to the left of the label.
- Click the "Selected Documents - Forward by Mail" in the toolbar and select the option "with or without comments". A new e-mail is created in the system, which already contains the links of all attachments of the selected documents in the text area. If you do not want to send all links, they can be marked and deleted in the text area.
- Enter the recipient's address and any additional text in the email.
- If necessary, add further attachments by clicking on the "Attach File".
- Send the e-mail by clicking on the "Send“.
When the e-mail is sent, the attachments of the marked containers are copied to a special download area outside the project database, where they are available for download for one month.
After this time, the data will be deleted from the download area and will no longer be available to external persons.