Meridian - sending a file via email directly from the system

Meridian Document Management System > Desktop Client > Instructions/Training Materials/Helpful Hints
To send a file as an email attachment:
  1. Select the file in Meridian.
  2. Click on the Document menu and select Send to Email Recipient...
  3. Check the boxes for Attach Document  and Send as HTML
  4. Click OK
  5. Compose email and send

Meridian PowerUser clients ONLY!!! 
To send a hyperlink to a file in the system:
***THE EMAIL RECIPIENT MUST BE HAVE THE MERIDIAN SOFTWARE for this to work.***
  1. Select the file in Meridian
  2. Click on the Document menu and select Send to Email Recipient...
  3. Check the boxes for Add PowerUser shortcut  and Send as HTML
  4. Click OK
  5. Compose email and send
     3.  Select Add PowerUser Shortcut and Send as HTML, then click OK


Article ID: 19, , Modified: 10/1/2019 at 3:09 PM

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