Printing, Exporting, or E-mailing Documents

You can print, copy, or e-mail a complete document from the document tools menu at the bottom of the document view pane. You can also export and print multiple documents from the document list using the document tools menu.

Document Tools for a single document (document view)

Document Tools for multiple documents (document list view)

To Print a Document

1. Open the desired document.  

2. Click the Print icon from the document tools list.  

3. The document will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the document.

To Print Multiple Documents

To print multiple complete documents from the Document List screen:

1. Select the check boxes next to the documents you wish to print.
2. Click the Print icon from the document tools list.
3. The selected documents will display in a pop-up with a source and document citation. Click the Print button from the browser print dialog to print the document.

To Export a Document

1. Open the desired document.   

2. Click the Export icon from the document tools list.   

3. The Document Export dialog will display. Click the Continue button to continue with the export.  

4. If you selected an export format other than HTML, the browser file download dialog will open. Click Open to view the exported documents or Save to save to your local PC.

Note: The export format for the documents is defined in your Checkpoint General Settings options.   

5. Click OK to close the pop-up window.

To Export Multiple Documents

To export multiple complete documents from the Document List screen:

1. Select the check boxes next to the documents you wish to export.

2. Click the Export icon from the document tools list.

3. 3. The Document Export dialog will display. Click the Continue button to continue with the export.  
    
4. If you selected an export format other than HTML, the browser file download dialog will open. Click Open to view the exported document or Save to save to your local PC. Note: The export format for the document is defined in your Checkpoint General Settings options. 

   Note: When exporting more than 10 documents, you will be given the option exporting the individual options in a single .ZIP file. This is recommended as it will speed the export process. The individual documents can be extracted from the .ZIP file after the export has completed.

5. Click OK to close the pop-up.

To E-mail a Document

1. Open the desired document.  

2. Click the E-mail icon from the document tools list.  

3. Your saved Checkpoint e-mail address will populate Bcc field.

Note: Since the e-mail is sent via Checkpoint and the From field is pre-populated, the subject field will automatically contain a message stating that the document is from your saved e-mail address. The recipient will be able to see who sent the message and what it contains. 

4. Select the Attachment Format for the document.

5. Enter any message you want to add for the recipient and enter the e-mail address in the To field.

6. The Disclaimer field displays the default disclaimer message that was setup in the Print/Export/E-mail options. You can edit the disclaimer message before sending.

• Select the Include this disclaimer check box to indicate that you want this disclaimer sent with the e-mail.

• Select the Save as default check box to save this disclaimer text as your default disclaimer for all document and selected text e-mail.

7. Click the Send button to send your e-mail.

Related Topics

• Printing, Copying, or E-mailing Selected Document Text

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