Upload a Report Attachment

Use Report Attachments in the Folders, Reports, & Documents submodule in the Settings module to upload report attachments, which you can automatically attach to emails either as part of the email message body, or as an email attachment.

To use Report Attachments, you must have access to Settings as defined in User Access Rights under Settings.

To upload a report attachment:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to upload a report attachment.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Attachments.
4. On the grid toolbar, click Insert Row and click Upload to drag and drop or browse for the file on your computer.
   Alternatively, you can click Upload Attachment in the grid.
5. To set the attachment as part of the email message body, select the Inline check box in the grid.
6. To make the attachment available for use, select the Active check box in the grid.
7. To view the attachment, click View Attachment in the grid.