How can I send a document ?

You can send a document to another FileDirector user or anybody else outside of FileDirector.

Top Tip – make sure you have PDF conversion enabled in your options.

Options > Misc tab

At the very top is PDF Conversion – make sure this is ticked.

When you send a document to another person by email, the document will be converted to PDF so much better for multi-page documents.

To send a document, locateĀ  it and right click on the line in the hit list – choose Send To – then choose user for another FileDirector user or Email for an external user.

If you use a Mapi enabled email client like Outlook, FileDirector will pop up a email ready to send.


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