Attach GoFileRoom documents to an outgoing Outlook email message

  1. Before sending an email message that is open in Outlook, select
    Attach GoFileRoom Documents
    Attach GoFileRoom Documents in the Outlook GoFileRoom toolbar.
  2. Enter your sign-in and password.
  3. Select a drawer from the Drawers dropdown list.
  4. Perform a search for the documents you want to attach.
  5. Select documents you want to email.
    note
    You can select a single document or as many as 150 documents for emailing as attachments or links.
  6. Select a link based on the action you want to perform:
    • Attach the selected documents in their native format: Right-click and select
      Email Documents Using Outlook
      , then
      Native Format
      from the context menu.
    • Attach a ZIP archive containing the selected documents: Right-click and select
      Email Documents Using Outlook
      , then
      ZIP
      from the context menu. The file name is
      current drawer name.zip
      .
    • Embed links to the selected documents in the body of an email message: Right-click and select
      Email Documents Using Outlook
      , then
      Link
      from the context menu.
  7. If you're attaching PDF files:
    • Enter a password in the PDF Password field in the Secure PDF document window, then select
      OK
      .
    • To send a PDF without a password, leave the PDF Password field blank, then select
      OK
      .
    note
    • PDF passwords should be at least 9 characters long.
    • Communicate the PDF password to the email recipient in a separate communication before sending the email.
  8. If necessary, finish writing the email message and adding email recipient addresses.
  9. Select
    Send
    .

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