Download Attachments from Comments in Debtor Conversations

Use the Debtor conversation tab under the Debtor list submodule to download attachments from comments in conversations with selected debtors.

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

To download attachments from a comment in a debtor conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing attachments from debtor conversation comments that you want to download.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
4. Click the List tab and highlight the debtor with the conversation that you want to download attachments from.
5. Click the Debtor conversation tab and click on the attachment you want to download.
   WorkBook downloads the file to your computer.