E-mail an Attachment
To e-mail an Attachment from a record:
- Open a record with an Attachment in the Desktop Client.
- Right-click the Attachment link in the Attachment bar.
- Select E-mail Attachment.
- Provide information in the e-mail window. See Send an E-mail from CSM for additional e-mail details. If your system does not have default e-mail addresses configured, please contact your System Administrator.
- Click the Send button to send e-mail with the Attachment.