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17.13. 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:
    • Select "A full copy of the file" when you want to send a copy of the document outside your firm
    • Select "In a Worldox File List (internal use only) when you want to send a shortcut of the document to someone internally.
    • Select "OK". 
  • The attachment will appear in an Outlook e-mail
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