The ECM team has created the technology that will allow a user to send multiple documents to another user through DocPop and Outlook. This feature creates a link within a Microsoft Outlook Email. When you click on that link OnBase will open and the document(s) will be retrieved.


Using this feature will link to the latest document and reduce the burden on our email server. To send a document to a user through email:


1. Go into OnBase and retrieve any document(s) using Custom Query, Document Retrieval, or Workflow.


2. Select your document(s), right mouse click and select Run Script > Sending Documents with DocPop.


3. Select the Sending Documents with DocPop in the smaller window. 


4. Once you click on Sending Documents with DocPop, Microsoft Outlook will open up and an email will appear on the screen. If Outlook is already open, then only the email will open up on the screen.


The email will look exactly like the screenshot below.


5. Add recipients, make any desired changes to the Subject, and add any desired additional text to the body of the email.


You can test the link by pressing the CTRL key and clicking on the link at the same time. This will open up a DocPop window. If you have selected one document, only that document will appear. If you selected more than one document, you can choose which document you want to appear in the viewable window by clicking on the document in the upper portion of the DocPop window.


6. Send the email.