Sharing Documents - Agenda To Go - 2.2 - 2.2 - Ready - Other - external - Other/Agenda-To-Go/2.2/Agenda-To-Go/Usage/Working-with-Documents/Sharing-Documents - 2024-11-20

Agenda To Go
Platform
Other
Product
Agenda To Go
Release
2.2
License

The Agenda To Go app provides the ability to share documents via email, if sharing has been enabled by your system administrator.

Documents can be emailed directly from the Viewer screen. If the document contains notes or annotations, you can choose to include them in the email.

Note:

Documents that are over 20 MB cannot be shared due to email restrictions.

To share a document:

  1. Tap the Share button.
    Note:

    If sharing has not been enabled by your system administrator, the sharing option is not available.

    The Share Options screen is displayed.
    If the document is marked as Closed or Confidential, a message box is displayed asking if you are sure you want to attach the document to this email.
  2. Click Continue to attach the document to the email, or click Cancel to cancel the share process. If you click Continue, the Share Options screen is displayed.
  3. From the Share Options screen, select from the following Note Options:

    Note Options

    Description

    Append to Email Body

    Select this option to append any notes on the document. Notes are displayed under the Agenda Notes heading in the body of the email.

    Do Not Include

    Select this option to not include any notes in the email.
  4. From the Share Options screen, select from the following Annotation Options:

    Annotation Options

    Description

    Embed in Document

    Select this option to embed any annotations on the document.

    Do Not Include

    Select this option to not include any annotations in the email.
  5. Tap Share. The body of the email is displayed with the following information:

    • Meeting Date

    • Meeting Name

    • Agenda item name

    • Document name

    If the attached document is a single-page document, the entire document is displayed in the email. Otherwise, a PDF of the document is attached to the email.
  6. Tap the To field and type the recipient's email address.
    Tip:

    If you have sent emails to other recipients from your mobile device, a list of email addresses may display once you start typing. Tap the email address you want from the list to automatically add it to the To field.

  7. Tap the CC / BCC field and type the email addresses of additional recipients to copy the email to them.
  8. Tap Send to send the email.