Download Email Attachments about Debtors or Creditors

The Emails tab displays your email communications with the debtor or creditor that you select on the List tab. You can download all email attachments as a .zip file.

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

To use Creditor List in the Creditors submodule, you must have access to Finance & Administration as defined in Employee Cross-Company Access under Settings.

To download all email attachments about a debtor or creditor:

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 download debtor or creditor email attachments.
3. Take one of the following actions in the left pane of the Finance & Administration page:
   • Select Debtors > Debtor List.
   • Select Creditors > Creditor List.
4. On the List tab, select the debtor or creditor that is connected with the email whose attachments you want to download.
5. On the Emails tab , select the email and click Download All Attachments as a Zip File on the grid toolbar.
   WorkBook downloads the attachments as a .zip file to your local computer.