System information

Working in FileCabinet CS
36 FileCabinet CS WalkThrough
Emailing documents
To send documents to email recipients, your email application must support the
Messaging Application Programming Interface (MAPI) protocol. If your email
application is not MAPI compliant, you can use the “Sending items to a file”
procedure on page 37, and attach the file manually to an email message.
ACTIONS
Select the FCSSAMPLE drawer in the Folders window, if necessary.
1. Click the Send To Email button in the toolbar, or choose File > Send To >
Email Recipient to open the Send to Email Recipient dialog.
2. In the left pane of the Send to Email Recipient dialog, highlight the document
(for this example, use the US Tax Return in the 12/31/12 folder), click the drop-
down arrow next to the Select button, and select the tax return components that
you want to send. (If another document is in the right pane, highlight the
document and click the Remove button.)
Note: Files are attached to an email message in the order in which they are
listed in the right pane. Use the Move Up and Move Down buttons to re-order
the documents. To have all of the documents converted into a PDF file in the
order in which they are listed in the right pane, mark the Combine documents
into single PDF file checkbox.
3. Mark the Include annotations checkbox and clear checkboxes for any
annotation types that you want to exclude.
Notes
 To include page notes, mark the Include page notes checkbox.
 Image files are filed in FileCabinet CS as image types by default, but you
can have them exported as PDF files by marking the Export images as
Adobe Acrobat (.PDF) files checkbox.
 FileCabinet CS sends individual documents as separate PDF files, but you
can have them sent as a single PDF file by marking the Combine
documents into single PDF file checkbox.
 If you want PDF attachments to be password protected, mark the Password
protect system generated PDF files checkbox, and enter a password.
Passwords are case sensitive and are limited to 32 characters. Only non-
embedded PDF attachments can be password protected.
 To include a list of links to each document included in the PDF, mark the
Include banner page checkbox.
 To include an email signature, mark the Include email signature checkbox.