Outlook: Attach Document / Attach Preselected Document

HELiOS > Attach document

When you write, forward or reply to an e-mail in Outlook, the HELiOS Ribbon of Outlook or e-mail windows provides the functions Attach document and Attach preselected document.


Attach document

With Attach document you can attach files to the active e-mail via the HELiOS Combined search, which opens after the call. Select a file using the appropriate search criteria and confirm with OK.

Please note:

The search can be limited to Documents (instead of searching for Articles and Documents).

The corresponding file is then attached to the E-mail.

The files will be named with the internal HELiOS file name (stored in the database attribute "HEL_Dateiname").


Attach preselected document

With the help of the context menu function Preselect document you can preselect a HELiOS document via the clipboard. With a click on Attach preselected document in the context of an active e-mail in Outlook, the file of the previously preselected HELiOS document will be attached to the e-mail afterwards.

The preselection marking can be done across applications. I.e. you can mark a document e.g. in a result list of the HELiOS Desktop and then attach it in your coupled Outlook application.

The file is also named with the internal HELiOS file name (stored in the database attribute "HEL_Dateiname").

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