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.

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:

  1. Select the lube chart(s) you would like to send.

  2. Right-click one of the selected lube charts and click “Share.”

3. Type the email address or email addresses into the space shown, and click Share.

You will receive a confirmation screen at this time to let you know the attachment or attachments have been sent.