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MyAssistant can save a copy of any attached report, document or spreadsheet created from a Spreadsheet Template to a location on a server.
When using a MyAssistant Task that uses an Email Directory and attached report prompts to send each recipient reports with just their information, each report can be saved in a unique location. This enables companies to be more organized.
MyAssistant can also automatically create folders based on the values of Sage fields added to the save path. For example, MyAssistant can create a unique folder for each Job, Customer, Employee, etc.
How to Save Attachments Created with MyAssistant Spreadsheet Templates:
1.Select the activated MyAssistant Task & click “Open”
2.Click “Email” on the left side of the window that opens
3.Double-click on the spreadsheet template in the Attachments section under the Subject Line
4.Click the "Page Layout" tab of the ribbon and click "Rename Workbook"
5.In the window that opens, choose what form you select the path where you want to save copies of the spreadsheet(s) sent by the Task.png)
Note: Attachment created from a Spreadsheet Template can be saved as a file type other than Excel Workbook. Spreadsheet Templates can also create PDFs, plain text files, or CSV documents.
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Related Links
Send a Spreadsheet Overview
What to Send - Send a Spreadsheet
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