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Attaching documents to a project mail

In some cases you may need to attach a document from your document register, a file from your computer or another mail to a project mail.

Should you be using a transmittal instead?

In most cases, we recommend that you use a transmittal, instead of a mail attachment, when you are sending a:

  • document,
  • drawing
  • report or
  • another file that directly relevant to your project.

Here's how to upload a document to Aconex, then send (transmit) your document.

Find out more: What's the difference between a mail and a transmittal?

How to attach a document to a mail

  1. Click Mail.
  2. Select Blank Mail.
  3. Select your mail type.
  4. Click Attach.
Attach mail, document or file

You can attach a file from your computer, the document register or another project mail.

Attach a document from your organization's document register

Attach a document from your organization's document register.

  1. Click Document
  2. Search for your document.
    Need access to the more specific search functionality for this step? See below.
  3. Select the document.
  4. Click Attach File.
  5. Your document is listed under file.

Attach a project mail

  1. Select Project Mail.
  2. Search for the project mail.
  3. Select it.
  4. Click Attach.

Attach a file from your computer or local network

  1. Click Attach.
  2. Click Local File.
  3. Click Browse.
  4. Locate your file.
  5. Click Attach.
  6. Your file is listed under the file section.

Send your mail

  1. Complete all other required fields.
  2. Click Send.

By default you'll have access to the simplified search function when you're attaching a file to a project mail. But you can change this.

 

The default search is shown on the left. You can modify your preference settings so you can access the more advanced search functionality, shown on the right.

  1. Click Setup
  2. Under Configuration, click Preferences.
Preferences
  1. Scroll to Personal settings, Documents, See full search window for attaching documents from register.
  2. Clear the checkbox in the Use Default Setting column.
  3. Select the checkbox in the Setting column.
Preferences
  1. Click the Save button.
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