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Topic starter
19/12/2022 9:58 am
Step 1: On the main navigation bar click on Library. (Refer to the image below).
Step 2: The library has three sections to choose from. They are -
- Reports
- Charts
- Workflow
Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).
Step 4: Click on the send button to send the report/ chart to different users. (Refer to the image below).
Step 5: A pop-up appears. To send the report/ chart, the user can choose from the different options available. The user can choose ‘Secure Inbox/ Email/ SFTP radio buttons. (Refer to the image below).
Step 6: Enter the SFTP Sites (Optional) then Enter Name of the Site, Host Address, Port number.
Step 7: Enter the Username & Password then enter Server location. Lastly, enter the File Name which you want to store.
Step 8: Select between PDF & Excel File Type.
Step 9: Click on ‘Upload to SFTP’.