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Email Link & Email Copy all-in-one button

 

Can there be a button within NetDocuments that works with email integration to email a link AND send a copy of that document at the same time? Right now, we have to click Email Link first, copy the link, close the message, then click Email Copy, and then paste the link into the message.

 

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Meagan,

There is an option in ndOffice's Outlook integration to send a link and attachment at the same time (the "Attach File" feature):  https://support.netdocuments.com/hc/en-us/articles/205220000-ndOffice#email

If I may ask a question.  What is your use case for sending both an attachment and a link?  The Email Link feature (and the link you can send via ndOffice) can only be accessed by other NetDocuments users who already have rights to the document, whereas attachments are often used to send information to non users.  I'm just wondering why you want to include both.

Thanks,

Mark

Mark Salamon
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I’ll have to double check on the exact reason with the user on this one, but if I had to guess, so they could send the same email to someone internally (with a NetDocuments account) and externally (non-users) at the same time as opposed to sending two different emails. That way, the person internally can easily jump access the document in NetDocuments if they want to.

 

 

 

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That makes sense.  I thought it might be something like that, but I wasn't sure.

Would it be better (more secure than using an attachment) if you could include two types of links instead at the same time, an "internal" link and a secured link, with the former used by the internal recipient and the latter used by the external recipient?

Indeed, it would likely be simpler if you could include just the secured link and the system would automatically detect when the internal user was accessing the link and treat it like a normal internal link.  (We don't have that capability, but I'm just throwing out some ideas.)

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