Email a Document

Email a document from the Document Viewer.

The email size limit is 10 MB. This limit includes the email body and attachment. If the email exceeds 10 MB, Lucernex disables the attachment option and automatically selects the link option. To configure the size limit, contact Lucernex Support.

1. In the upper-right corner of the Document Viewer, select Download.
2. In the Download As field, select the document format.
3. Select Email.
4. Add recipients in one of these ways:
   • To add a member from the entity, select the lookup button next to Send To, move the member to Selected Members, and then select Update Document Recipients.
   • To add an email address, enter the address in the Send To field. Separate multiple addresses with semicolons.
5. Optional: In the CC field, enter the email addresses for copied recipients. Separate multiple addresses with semicolons.
6. Optional: In the Comments field, enter a message.
7. Select at least one option:
   • To include a link to the document, select Include hyperlink to Document.
   • To include the document as an attachment, select Attach Document.
8. Select Send.
9. Select OK.

Link recipients must have active Lucernex credentials to access files. If a recipient does not have access to the document in Lucernex, an error appears.

Email options

Include hyperlink	Attach document	Behavior
No	Yes	Recipients receive the attachment but no hyperlink.
Yes	No	Recipients receive the hyperlink but no attachment.
Yes	Yes	Recipients receive both the hyperlink and the attachment.
No	No	Lucernex disables Send until you select at least one option.