Attach a document reference to an email

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Attach a document reference to an email

You can create a new Microsoft Outlook email and send a document to the desired recipients via email.

  1. To access Document Index, do one of the following:
    • In Combining, Estimating, Project Management, Production Control, and Purchasing, open the module and click Document Index/Doc Ind or press F8.
    • In Inventory, go to the Inventory ribbon tab and select Document Index.
    • In Order Entry, go to the Order Entry ribbon tab and select Document Index.

    For Combining, Project Management, and Production Control, you are asked to select if you want to open the Document Index dialog box related to linked jobs.

    The Document Index - By Category dialog box opens, displaying the documents referenced from the selected category. If a filename is highlighted in red, it indicates that the file cannot be found.

  2. Sselect the document that you want to send via email.
  3. Click Email File.

    Microsoft Outlook opens. A new email with the selected document is created, with the selected document attached to it.

  4. Add recipients for the email.
  5. Modify the subject and body text of the email.
  6. Send the email.