Copying history entries into emails

This information applies to clients, matters, prospects, projects, contacts and suppliers.

When emailing, it is possible to attach documents by copying and pasting them from the History Viewer. This saves time and makes it easier to attach documents to both new and existing emails (i.e. replies).

To copy a history entry into an email:

1. With the appropriate database record selected, click the History tab.

2. Highlight the document(s) you want to copy. Only documents can be copied, e.g. Word, Excel and Laserform. History entries such as diary, audit and procedure cannot.

• To select consecutive entries, click the first item, press and hold down SHIFT, and then click the last item.

• To select nonconsecutive entries, press and hold down CTRL, and then click each item.

3. Click Clipboard. The selected document(s) are copied to the Windows Clipboard so that they can be pasted into an email.

• A ToolTip reading "Copy file to Clipboard" is also displayed when you hover your mouse pointer over the button.

4. Once you have created a new email (or opened an existing one to reply), click Outlook's Paste button or press CTRL+V to paste the document(s) into the email. They automatically appear as attachments.

5. Click Send.

Notes

• The Clipboard button is only available when one or more documents are selected.

• This functionality is only compatible with Outlook. Lotus Notes does not permit documents to be pasted from the Clipboard. To attach documents to Lotus Notes emails, use the File > Attach menu option or drag and drop.