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This procedure sends an email message, with an attachment or download link, to internal KnowledgeTree users, or to external users.
Notes:
| • | The ability to email attachments, or to email external users must be enabled in your system for this functionality to display as options on the Email page. |
| • | Internal (KnowledgeTree users) recipients of emails may click on the link in the email to go directly to the document in KnowledgeTree, and log in may be required. External recipients receive a unique, one-time, download link that provides view-only access only to the relevant document - thus, log in is not required for external users. |
Perform the following steps:
| 1. | Log in to KnowledgeTree's web interface; then, open the document's Document Details page. |
| 2. | In the Document actions menu, click Email to open the Email document page. |
| • | select internal recipients (users and/or groups) - populate the Assigned Groups / Assigned Users columns. |
| • | define whether to send the document as an attachment; by default a document link is sent |
Note: This setting must be enabled for your system to display on this page.
| • | define the email addresses of external users, if applicable |
Note: This setting must be enabled for your system to display on this page.
| 4. | In the Comment field, enter a message for the email recipients; then, click Email. |
 | | Sending Emails |
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