Email an Attachment

Use the attachment link to email an attachment from a record.

To email an attachment from a record:

  1. In the CSM Desktop Client, open a record with an attachment.
  2. Right-click the attachment link in the attachment bar, and then select E-mail Attachment.
  3. Provide information in the email message window.
    If your system does not have default email addresses configured, contact your system administrator.
  4. Select Send.