Banner: Emailing Documents

Summary

A guide to emailing documents in Banner.

Body

Procedures

How to Email Documents in Banner

  1. Query the document you wish to email
  2. You can select email one of two ways:
    1. You can select email from the drop down menu by clicking on the arrow next to the document

OpenText document action menu with Email option available for sharing a document.

  1. You can open the document and click the email link at the top right corner of the page

Document viewer toolbar with Email option selected for sharing the displayed document.

  1. Enter your email address for Mail Registration
    • You will receive a confirmation code via email

Mail Registration window with email address field and OK button for registration.

  1. Enter Confirmation Code in the Mail Confirmation window and click OK

Mail Confirmation window with email, confirmation code field, and verification options.

  1. Enter the email address you wish to send to and any CCs
  2. Uncheck "Send Attachments as Hyperlinks" as not everyone you mail to will have access to BDM. In doing this, it will mail as PDF instead

Mail Document window with recipient, subject, attachment, and message fields for sending email.

  1. You should get a confirmation that the email was successful

Email Status window confirming the email was sent successfully with Close button available.

Additional Support

  • OU Technology Center
  • 44 Oakland Center
  • Rochester, MI 48309-4479
  • (248) 370-4357
  • Office Hours: M-F 8:00am - 5:00pm

Details

Details

Article ID: 196
Created
Wed 4/2/25 1:55 PM
Modified
Wed 9/16/26 12:31 PM

Related Services / Offerings

Related Services / Offerings (1)

Banner Access Forms
Banner provides Oakland University faculty and staff with secure access to the Banner ERP system for managing student records, finance, human resources, and other administrative functions.