HomeTraining Manual Archives-Worldox GX4:: Savvy User TrainingEmail Documents using OutlookAttach Documents in Worldox to Outlook Emails

5.1. 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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