Banner Emailing Documents

Summary

A guide to emailing documents in Banner.

Body

Who is Eligible?

Active Faculty or Staff

How to Email Documents in Banner

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

Dropdown menu titled "Audit" with options: Open, Print, Email, Delete, Export COLD, Submit OCR Job, and Ad Hoc Text Search. Blue icons beside each option.

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

Interface displaying "Document 2 of 2" with navigation links "<Previous | Next>" and icons for "Email," "Export," and "Print" beneath.

  • Enter your email address for Mail Registration

Mail registration dialog box with a field for entering an email address, already filled with "kondek@oakland.edu." Options to cancel or confirm are present.

  • You will receive a confirmation code via email
  • Enter Confirmation Code in the Mail Confirmation window and click OK

Mail Confirmation dialog box showing email field pre-filled with an address and blank confirmation code. Options to resend code or change email are available.

  • Enter the email address you wish to send to and any CCs
  • 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

Email composition window with fields for To, CC, and Subject. Attachment option is set to "Entire Document." Options include "Send Attachments as Hyperlinks."

  • You should get a confirmation that the email was successful

Dialog box titled "Email Status" with text stating "Email has been sent successfully." Includes an information icon and buttons labeled "Back" and "Close."

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
Tue 10/14/25 10:40 AM

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.