(V3.0.10 and later) Configuring the desktop email client with Edit Service client

After an administrator configures the desktop email client with the Edit Service client, users can use the desktop email client to send emails. This function is available for users that access the FileNet P8 and Content Manager repositories from a Windows OS workstation. For users that are using a MAC OS workstation, this function is available only to the FileNet P8 repository.

Administrator configuration

Administrators must configure the desktop email client with Edit Service client.
  1. Open the IBM® Content Navigator administration desktop and then edit your desktop.
  2. Open the General tab and scroll to Email settings.
  3. Select Use the desktop email client with Edit Service client.
    The drop-down list contains the selection for the email application that you want to use.
    • Microsoft Outlook. The default email client.
    • Custom Email Application.

      With this selection, you need to make a configuration update in your Edit Service client configuration file.

If you selected Custom Email Application, then these instructions guide you to configure the Edit Service client configuration file.
  • For a Windows OS workstation, in the Edit Service client configuration file, replace the default EmailAppCommand value with the custom email application name and command. For example,
    <applicationSettings>
        <EditClient.Properties.Settings>
            <setting name=”EmailAppCommand” serializeAs=”String”> 
                <value>outlook.exe /a</value>
        </EditClient.Properties.Settings>
    </applicationSettings>
    
  • For a MAC OS workstation, in the Edit Service client configuration file, replace the default EmailAppCommand value with the custom email application name. For example,
    <key>EmailAppCommand</key>
    <string>Microsoft\ Outlook</string>
    

Using the desktop email client to send emails

As a user, you can send emails by using your desktop email client.

Prerequisites
  • The administrator must config to use the desktop email client with the Edit Service client in the IBM Content Navigator administrator desktop.
  • The Edit Service client must be installed and running on your workstation to use the Send Email option for these selections.
    • As an Attachment
    • All Parts as a Compressed File
    • As PDF
    • All Parts as a PDF File

When you use Send Email > As a Link, the default desktop email client that is configured on your workstation is always used. The client automatically adds the document link to the email content field.

When the other actions are used, like Send Email > As an Attachment, the desktop email client that is configured by the administrator is used. Start the Edit Service client. Then, select a document or multiple documents to send in an email. Select the option to include the document in the email as an attachment, all parts as a compressed file, a PDF file, or all parts as a PDF file.