Configuring an attachment report

An attachment report is any attachment in an O&R provider that you want to make available from a selected page. (Attachments in other types of EDM providers cannot be used for attachment reports.)

  1. Select System > Agency Personalization > Reports Manager.
  2. In the Reports tree, browse to the report that you are editing and click the report node.
  3. Specify this information:
    Display Text
    Type the name that will be displayed for this report when the Reports button is clicked.
    Report Type
    Select Attachment.
    Attachment ID
    Specify the attachment that you want to display.

    Click the popup button to open the Add Existing Attachment dialog box. Then, in the O&R Providers tree, browse to the Attachments node for the correct provider and select your attachment.

  4. Click Save.