Quick Referance Guide

Sending document(s) as Outlook Email Attachments

1. In Document Retrieval, highlight one or more documents you want email. In this example, two documents are
highlighted.

Notice this document has a note

and an annotation.
2. RIGHT CLICK anywhere and select “Send To”. Then choose “Mail Recipient (as attachment)”.
3. A “Send to Mail” panel will open up on the right side of your main window. Notice you have options to include
notes and/or annotations. The default is to not include notes or annotations.

Check here if you

want to include
the annotation
and/or note.
4. In this example we are selecting to include both annotation (red text) and notes in the attachment. We are also
applying these settings to all documents. In this case there are two.

Since there is more than one

document, you can either apply
settings to all or specify different
settings for each document.

5. If you want to get particular or include more secure your document, you have that option. Simply choose which
option you want under the “File Format of Attachment” options.

Native Format is the current file format of

the document (Excel, Word, Adobe, etc…)

Encrypted PDF is used when you have a

data sensitive document. Simply specify a
password for the attachment to be opened
with. It is not recommended to put the
password in the email message.
6. When you are done specifying your File Format and Note Options, click the “Send” button to have OnBase
create the Outlook email message with the specified attachments.

7. A new Outlook message is created with the OnBase document(s) as attachments. Go ahead and “Allow” access.

8. Notice one attachment is an Adobe file and the other is an image. If the document is only one page, OnBase
exports it as an image. If it is more than one page, OnBase exports it as an Adobe pdf.

You have completed the steps for sending OnBase documents as Outlook
email attachments.