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Refer to the following steps to include an attachment with your message:

  1. On the Aptify Message Messaging form, select the Attachments tab to display the options for attaching files to your message.
  2. To select your attachment(s) do the following:
    • Select the Add button to open the Window's Explorer Find File dialog and locate the file you would like to attach. Select the file you would like to add and click the Open button, your file will display in the pane to the right.
    • Select the Report you would like to add and choose the Export Format for the selected report.
    • Export formats include PDF, Rich Text Format, Editable Rich Text Format, MS Word, MS Excel, Text, Character Separated Values, Tab Separated Text and XML.
    • For additional details on the Export formats see Running the Client-Specific Reports.  

      Aptify Messaging Attachments Tab
  3. Review your attachments and complete the remainder of the required details in the Aptify Message Form to send your message. 

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