Attach Document to external Email when routing

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You are here: Globodox Workflow > Task and Messages >Attach Document to external Email when routing

Starting from v11, Workflow can now attach the actual documents (instead of just including their links) to the external email being sent. This way users can review documents offline and go online only to approve them or even approve via replying to the email.

By default documents are not attached to the external email when routed

 

To enable this option...

1.Login with a user with Superadmin Role.
2.Click the GLOBODOX button (the round button on the top left) >> Options.
3.The Options dialog will be launched.
4.In System Options, scroll to the section Workflow. (This option will only be visible to users with Superadmin Role)
The options are...
Yes - Documents will always be attached based on the size of attachments specified.
No - Documents will not be attached to the email. (Links of the document will be added to the email so that each document can be opened using the Web Client for viewing.)
Always ask -  The option will be displayed in the Workflow Route dialog every time a document is routed.

 

You can also specify the maximum size of documents to be attached in the external email notifications. The value can be a minimum of 1 MB and a maximum of 10 MB.

 

Note: The size is calculated based on the number of documents attached when routing them. Suppose we set the option to 10 MB, and if the total size of all documents in within 10 MB, the documents will be attached in the email. Else all the documents will appear as links in the email.

 

 

Related Topics

Configure Workflow to send messages to users E-mail address

 

 


Page URL: https://www.globodox.com/support/help/index.htm?attach_document_to_external_em.htm