Upload a Report Attachment

Use the Report Attachments submodule to upload report attachments, which you can automatically attach to emails either as part of the email message body, or an email attachment.

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

To upload a report attachment:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to upload a report attachment.
3. In the left navigation pane of the Settings screen, 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 machine.
   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.