Sending E-mails

yuuvis® RAD client • 8.x »

yuuvis® RAD offers several options for sending e-mails from yuuvis® RAD client directly:

  1. Via the action Send e-mail icon Sending E-Mails

    You can send one or several objects (document files or folders, for example) in the original file format, as a PDF, or as links to these document files using the Send e-mail icon Sending E-Mails action.

  2. Via the e-mail addresses in the hit lists or in the metadata forms

    When you click an e-mail address in a hit list or in a metadata form, your local e-mail application generates an e-mail using that e-mail address.

Sending Document Files or Links

You can send one or several objects (document files or folders, for example) in the original file format, as a PDF, or as links to these document files using the Send e-mail icon Sending E-Mails action.

A link to the selected object(s) is always sent for folders and link documents. You can send document files in the original file format, as a PDF, or as a link. yuuvis® RAD client needs to be connected to yuuvis® RAD agent to send the document file in the original format or as a PDF.

  1. Select the desired object (in a hit list, a process file, or the favorites, inbox, or notifications areas in the main menu, for example). As another option, you can also switch to the folder view or the object view by double-clicking the selected object.

  2. Click Action iconActions >GENERAL > Send e-mail icon Sending E-Mails.

    The Send e-mail menu appears.

  3. Click the With link to the object button in the Send e-mail menu.

An e-mail with a link to the selected object will be created by the local e-mail application.

Note that the link you send can only be accessed by recipients with the appropriate system rights.

yuuvis® RAD agent is installed on your computer, and it is connected to yuuvis® RAD server and your yuuvis® RAD client (see Connecting yuuvis® RAD agent).

  1. Select the desired document file (in a hit list, a process file, or the favorites, inbox, or notifications areas in the main menu, for example). As another option, you can also switch to the folder view or the object view by double-clicking the selected document file.

  2. Click Action iconActions >GENERAL > Send e-mail icon Sending E-Mails.

    The menu for sending the document file in the original format or as a PDF appears.

  3. Click the corresponding button for the desired file format to use for sending the document file.

An e-mail with the selected file format for the document file to be sent will be created by the local e-mail application.

Use the Actions menu iconActions menu in the header of the hit list to send several objects in one e-mail (see Applying Actions to More Than One Object).