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17.11. Attach Documents in Worldox to Outlook Emails

You will, most certainly want to attach documents from Worldox to your email as attachments. 

  • In Worldox, perform a search for the document you wish to attach

  • Highlight the document

  • Select the e-mail icon

 
  • The Worldox – File > E-mail window will appear
 
  • You will be presented with three options:
    • "A full copy of the file" is used when you want to send a copy of the document outside your firm
    • "In a Worldox File List (internal use only)" is used when you want to send a shortcut of the document to someone internally.
    • "Encrypted Container (ie. a passworded ZIP file)" is used when you want to send a copy of the document outside your firm in an encrypted (password protected) zip folder. If you choose this option, you will receive a prompt to apply a password. The recipient will need to enter that password in order to open the zipped file.
    • Make your selection then select "OK". 
  • The attachment will appear in an Outlook e-mail
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