Attachments
On an accounts page, there is an Attachments tile in the bottom right corner. The purpose is to show Lube charts associated with the account the user is viewing.
The Attachments panel on the Account Details page.
Quick Notes about the Attachments section:
The Lube charts will appear in this list.
Lube Charts are separated into the most recent lube chart and archived lube charts.
Multiple or individual lube charts can be selected to be emailed to a user.
Archived lube charts can only be viewed if the user’s security role includes the following security right:
Can View Archived Lube Charts
To send lube chart(s) to a user, please complete the following:
Select the lube chart(s) you would like to send.
Right-click one of the selected lube charts and click “Share.”
The attachment tree in the Attachments panel.
3. Type the email address or email addresses into the space shown, and click Share.
Any number of comma-separated emails can be added to share an attachment.
You will receive a confirmation screen at this time to let you know the attachment or attachments have been sent.