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Email Attachment Settings / Document URL / Document Link Setup

The email attachment setting allows you to specify if users are allowed to send documents from the Library as attachments or as a Document URL link when emailing documents from FileHold. If documents are emailed as a document URL / links only users with proper security membership can access the documents when they click on the link. A login is required, then the user is taken to the area of the system where the document is located - the document is highlighted, and can then be retrieved via get a copy or check out.

To set email attachment settings

  1. Go to Library Admin > Library Settings > General.

  2. In the Email Attachment Settings area > Send Documents As field, select one of the following:

  • Either Attachments or Links

  • Attachments Only

  • Links Only

  1. In the Link Type field, select one of the following so that Document URL support is enabled globally:

  • Web Client links only — Allows you to send links from the Web Client.

  • FDA links only — Allows you to send links from the FileHold Desktop.

  • Both Web Client and FDA links — Allows you to send links from both the FileHold Desktop and the Web Client.

  1. Click Update.

TECHNICAL NOTE: (FOR IT SERVER ADMINISTRATORS)

To change the server name contained with FileHold email messages (notifications, reminders, workflow tasks) that provide a Document URL - please open up Notepad as an administrator

Then navigate to the following folder C:\Program Files\FileHold Systems\Application Server\LibraryManager\

Navigate to the "UrlForDownloads" key and edit the name of the server to the fully qualified domain name (FQDN) - warning - you must ensure this address is accessible for ALL FileHold users. Changing or modifying this value is your responsibility. FileHold support does not cover troubleshooting this.

Choose Save as - and save as web.config - Do not save as a .txt file - that will not work, the extension must remain web.config

Then restart the WWW service - then trigger a workflow or similar function to send a notification email to test. Adjust as necessary.

See below example:

 

 

 
 
 
See Also:

Permanently Deleting Documents

Email Notification Settings

Extraction of Email Metadata

Auto-filing

Document Viewer Configuration