Downloading or Emailing Documents in DMS

Introduction

This guide will show you how to download or email folders and their contents in the Document Management System (DMS) in Easy8. These options let you quickly share or save files by zipping all documents in a folder.

Target Audience

• User

Prerequisites

• DMS module must be active in your project
• Email sending must be configured in your Easy8 instance

How to Download Documents from DMS

Step 1: Select the Folder

• Find the folder you want to download (e.g., "Training")
• Check the checkbox next to the folder title

Step 2: Download the Folder

• Click the Download button
• You can also right-click the folder or use the menu at the end of the folder line
• The contents of the folder will be zipped into a single file and downloaded to your computer

How to Email Documents from DMS

Step 1: Select the Folder

• Check the checkbox next to the folder you want to email

Step 2: Email the Folder

• Click the Email button
• The entire folder will be zipped into one file
• You will be asked to enter the following:
  • Recipient's email address
  • Email subject
  • Optional message text

Step 3: Review Before Sending

• You can check the attachment by clicking on the link Documents.zip
• If you check the Links only checkbox, only document URLs will be added to the email instead of the zip file

Warning

Conclusion

You have successfully learned how to download or email documents in DMS. These features are helpful for quickly sharing or saving multiple documents at once.

Related Topics and Further Reading

• Easy8 Documentation
• Easy Project Documentation