Send Email is a Folder and Stage action that sends email to recipients. When sending an email, only the email body is included in the email. The copy stored in the docbase includes any content from the To:, Cc:, Bcc:, Subject, and body fields.

An email may be sent with an optional attachment from the parent folder's children, so long as the child is a document.

The maximum number of characters allowed in the subject line of an email. If left blank, the default maximum is ten (10) characters.

The subfolder of all correspondence sent from the parent folder. If left blank, all correspondence will be stored in the parent folder.

This is the object type for Send Email. The default object type is HPIEmailMessage. It can be overridden with a custom object type.

Is the relationship between an email and its attachments. For example, in a related objects view, it would show the attachments of an email and vice versa. If you are using a Documentum repository, you must select the "hpi_emailed (dctm)" option. For Alfresco repositories, select the "hpi:emailed (alfresco)" option.

You can optionally add a tag to the email object after it's created, typically set to 'Correspondence'. Usually, this is set when the folder is displayed using Folder Tags. If this is the case, you will typically want to set the Email Storage Location to empty. This way, the email will be stored in the parent folder, but displayed in a 'Correspondence' tag in the folder.

Note: If you have both the folder and document action configured for send email, you will want to have the same tags in both configurations.

Users can toggle attaching a folder note in addition to the rest of their email (default is Off). When a user turns on Folder Notes Integration, they must configure a chained action for Send Email to fire Folder Notes. Just like regular folder notes, a note requires a Note Object Type (defaults to hpi_note) and a Note Type (defaults to Correspondence). When Folder Notes Integration is enabled, a second editor will appear under the email body called Folder Note. If the note is sent without any content, the email's subject line will be substituted. The note that is created will be linked to the email being sent.