Email to Internal Users
If you need to share asset documents (Surface Locations, Wells, Facilities, Pipeline Segments) with another user at your company you can do so in StackDX. You can share either single or multiple documents via email where the recipient can view or download the documents. This guide will show you how to share the documents.
Note: Users require the ‘Assets Read’ permissions to share documents with Internal Users.
Sharing Single Document
Sharing a document to an Internal User can be performed from both the Asset Docs Grid and when viewing the document.
Navigate to Assets & Asset Docs Grid
Navigate to the Assets Grid (Surface Location, Wells, Facilities, Pipeline Segments) by clicking the Assets dropdown menu at the top of the page. This will display all the Assets related modules/options. Then click any of the Asset Types to view its Assets Grid.
Then to view the uploaded documents navigate to the Asset Docs Grid for a particular asset by clicking the document link in the ‘Related To’ column or enter the asset and go to the ‘Asset, Well, Facility or Segment Docs’ tab.
Either from the Asset Docs Grid or Document View click the dropdown menu
From Asset Docs Grid
From Document View
Click Share
From Asset Docs Grid
From Document View
Select the Email to other < your company name> user(s) option
Sharing Multiple Documents
Sharing a document to an Internal User can be performed from the Asset Docs Grid.
Navigate to Assets & Asset Docs Grid
Navigate to the Assets Grid (Surface Location, Wells, Facilities, Pipeline Segments) by clicking the Assets dropdown menu at the top of the page. This will display all the Assets related modules/options. Then click any of the Asset Types to view its Assets Grid.
Then to view the uploaded documents navigate to the Asset Docs Grid for a particular asset by clicking the document link in the ‘Related To’ column or enter the asset and go to the ‘Asset, Well, Facility or Segment Docs’ tab.
From the Asset Docs Grid select the document(s)
Click Share
Select the Email to other < your company name> user(s) option
Share Recipients & Other Options
The ‘Share via Internal Email’ dialog will be displayed after selecting your documents to share. Click the Recipient(s) box to select the emails from the list.
Tip: Use the search box to narrow down the users when selecting your recipients.
A ‘Note’ is required that will be sent in the email along with the documents to the recipients. There is a maximum limit of 4000 characters for the recipient note.
When there are multiple documents selected there will be an option to choose how you would like the documents sorted by in the email. The default is by ascending Document Category (A-Z). The 3 options are:
Sort ascending by File Name (A-Z)
Sort ascending by Document Category (A-Z)
Sort descending by Document Date (Newest-Oldest Date)
Note: If you would like to have the shared document email also sent to yourself, select the Send a copy to <your email> option when sharing.
After adding all the recipients and note click Send Email. An email will be sent to the recipients with options to either View or Download the document.
See email example below:
Recipient Email
Your email cc’d if Send a copy to <your email> option is selected
Note
View/Download links
Last updated