|
Often times companies need to distribute attachments that aren't spreadsheets or attached reports. Examples include distributing blank forms that need to be filled out by employees, samples of documents insurance certificates that Subcontractors need to send to management, or sending out monthly company newsletters. These kinds of attachments can also be automatically sent with MyAssistant.
To send non-report attachments with MyAssistant:
1.Create or open the MyAssistant Task that will send the attachment
2.Progress to the Email step of Task Setup
3.Click "Other" in the ribbon
4.Select what should be attached:
.png)
a.Word Document: A document created in Microsoft Word
b.PDF Document: An existing, accessible PDF
c.Other: Any other kind file that can be accessed and attached
5.Navigate to and select the desired attachment in the Window that opens
6.Finish/Close the Task Setup
|
Important: Any file or document attached to a MyAssistant Task using one of the above options will be sent as is, and contain the same information for all recipients. If needing to create and send reports or documents where each person gets only their information, click here
|
|
