Drag and Drop files out of of the Document Screen

You can easily drag and drop files from the Document screen into email as attachments or to other locations such as your desktop or a folder.

Simply highlight one or more documents and drag to another location outside of RPM including dragging them into on open email.  When dragging to an open email, you can let go of the mouse when it is in the body itself and the documents will then show in the attachments area (rather than placing the mouse in the attachment area itself).

 

 

Note that there is no way to convert documents to a PDF when dragging and dropping to an email, if you need to do this, either convert them yourself first, or highlight the document(s) from the matter in Redbrick and select 'Email as PDF'. This is detailed in another helpsheet available to you.

If you found this article useful, please "Like" it using the thumb below, it really helps us to know which articles are the most useful to you!

• Related Articles

• Drag and Drop Options

  In the MyAccount menu in Redbrick PM you can select what happens when you drag and drop files in. The options are; Drop to Current Active Matter - this will just drop into the file you have open at the time. Always drop to a new tab and search. When ...

• Email Templates

  Document Templates are generally designed to be sent out as letters and as such, the formatting does not suit an email. Instead, specific Email Templates can be set and selected when generating from the New Document screen, emailing an attachment ...

• Secure Link Email

  Redbrick has the ability to securely email documents via a secure link. An email will be sent to the user with a link to a secure portal for them to access the document. The receiver will also be able to send messages and documents securely back to ...

• Assigning folders / Adding documents to folders

  You are able to assign documents to one or more folders in the document screen. You can add documents to folders in three ways : To existing documents in the Document Screen When creating a new document from the Document Screen When importing/ drag ...

• Change Fee Earner from the Find Screen

  If you want to change a fee earner on a matter, you can do so on the Find Screen. This means you don't need to load a matter each time you need to change one. To do this, locate and highlight the matter you wish to change on your Find Screen then ...