Add New Comments with Attached Files to Debtor Conversations

Use the Debtor Conversation tab under the Debtor list submodule to add new comments with attached files to conversations with selected debtors.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To add a new comment with attached files to a debtor conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to add comments with attached files to debtor conversations.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor that has the conversation to which you want to add a comment with an attachment.
5. Click the Debtor Conversation tab and enter your comment in the Type a Comment or Drag Files Here field.
6. Click Attach Files to your Comment > Add Attachment and locate and open the file that you want to attach.
   Alternatively, drag the file that you want to attach on the Type a Comment or Drag Files Here field.
7. Click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.