Sending links to documents
In some workflow applications, you may want to mail notices of new or modified documents or reminders of work that needs to be done. Sending a link to a document instead of sending the document itself saves time and space. To send a link automatically, create an agent, event, form or view action, hotspot, or button that includes one of the following:
Sometimes it makes sense to mail documents automatically, as in the following situations:
Use any of these methods:
For more information on reserved fields for mailing options, see Reserved fields that control mailing options.
Enabling users to view documents
To allow users to view workflow documents, do one of the following:
Use mail forwarding to mail documents that don't have a SendTo field. Create an agent, event, form or view action, hotspot, or button that uses one of the following:
Sending replies to a mail memo
To create an automatic reply to a mailed document, create an agent, event, form or view action, hotspot, or button that uses the simple action "Reply to Sender."