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 Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights 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 WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains conversation comments that have attachments that you want to download.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor that hs the conversation from which you want to download attachments.
5. Click the Debtor Conversation tab and click on the attachment that you want to download.
   WorkBook downloads the file to your computer.