Xtender: Email a Document from Xtender

This tip is for anyone using the web version of Xtender, who would like to email a document or a link to a document from Xtender.

If you would like to email a document to someone, you have a couple choices. You can either email the document as a PDF, or you can email a link to the document which will require the recipient to log into Xtender to view it.

There are also a few ways to get to the email dialog box.

Here’s how to email from Xtender:

  1. In Xtender (or Banner), search for the document.
     
  2. If you would like to email from the Query Results screen:
    • either select the checkbox in front of the document and click the Email button in the toolbar that appears (circled in green on the screenshot below), or
    • select the blue drop-down arrow in that row and choose the Email option from the menu that appears (circled in red).

      Then, skip to step 4.

      email from the query results screen
       
  3. Alternatively, if you have the document open and then choose to email it, click the Email button at the top of the window.
    email from within the document
     
  4. The Mail Document dialog box appears.
    Email dialog box
     
  5. Select which pages to email.
     
  6. Enter a subject for your email, and, if desired, a note for the body of the email.
     
  7. Decide if you would prefer to send a link to the document in Xtender or a PDF copy of the document, and whether or not it should include annotations.
    • If you would like to email a link to the document, make sure the Send Attachments as Hyperlinks checkbox is selected.
    • If you would like to send a PDF copy of the document, unselect the Send Attachments as Hyperlinks checkbox and select the Use PDF Format checkbox.
    • If you would like annotations to be visible in the PDF, unselect the Hide Annotations checkbox.
       
  8. Click the Email button.
     
  9. You will see a download message, and then will see the downloaded file in the bottom left corner of your screen. The title begins with AXClientEmail. Click that download file. The email will open, with either the downloaded files attached to the email or a link in the body of the email.
    Note: If you are instead presented with an option to run job in background, along with a message that the server is processing the request, you may want to run the job in the backend. For more information, refer to this article: Xtender 16.3: Run a Job in the Backend (Print, Email, Export)

    Email downloading message
     
  10. Finish the email with all necessary information and send it off.
    email a PDF from Xtender
    email message with a link to document

For more tips on using Xtender, search for Xtender right here in the UNH IT Knowledge Base.

If you have questions, please complete an online Document Management technical support form at https://td.unh.edu/TDClient/Requests/ServiceDet?ID=131 or call the IT Service Desk at (603) 862-4242.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Details

Article ID: 619
Created
Fri 7/19/19 5:29 PM
Modified
Thu 7/30/20 4:44 PM