How to Attach a Package to an Email via Document Register
When a document package is created in the document register, users can attach these packages when composing a new email.
Click here to learn how to create a Package.
1. Access Document Register
Navigate to the menu bar icon and click Document Register under Document Control.
2. Select Packages
The Search bar is located on the main page of the document register.
Navigate to Packages and select the desired package.
Alternatively, you can navigate to the Document Register Filter.
1. Click on Packages
2. Select a package from the dropdown
3. Click Apply
3. Send Package
Documents displayed will be reflective of your chosen package.
Click the checkbox to select all documents from the package on the left-hand side.
Click Share to select the email category .
Once the chosen email category is selected, the documents would be automatically attached to the email.
When you have entered the necessary information for the email, click Send/Send Privately.
Related Articles
How to Attach Document Register Packages From an Email
Email Packages If you would like to attach packages to send in an email follow these steps: 1. Access Email Navigate to the menu bar icon and search Email, click on the desired email category. 2. Select Packages Under Attachments, select Register to ...
Attach Documents to Email
Purpose Seamlessly attach documents to emails from Commnia Drive, the Document Register, your local device and Forms, with no restrictions on file size. This flexible attachment feature enhances convenience, facilitating efficient sharing and ...
How to Select Document Register Package in SmartGrid
Before proceeding with this article - the below information is only relevant if you have an existing package. To create a package please click here. 1. Navigate to the menu bar icon and click Tender Grid under Tendering. Populate the SmartGrid with a ...
How to Create Document Packages
Packages has the ability to allow users to store different types of discipline drawings into one folder for easier access without having to search for each related document individually. How to Create Packages 1. Access Document Register Navigate to ...
How to Access Document Packages
There are 2 ways to access packages; Search bar and Document Register Filter. The Search bar is located on the main page of the document register. Navigate to Packages and select the desired package. Alternatively, you can navigate to the Document ...