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Topic starter
19/12/2022 9:50 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: Click on ‘Secure Inbox’ radio button.
Step 7: Select the users to share with and the roles. Along with this, select the type in which the report/ chart should be shared. Click on “send” button.