Skip to main content
Profile support document

Account holders with permissions as 'Client Login' have the option of including a support document with each profile report.

Admin avatar
Written by Admin
Updated over 5 years ago

This feature can be used for a number of purposes including a form for senior management sign-off or providing supporting information for a profile report.

STEP 1

To access, click on the Profile icon in the menu bar of the front page:
โ€‹

STEP 2

Click on 'Email Setup'.

STEP 3

STEP 4

Select the required profile module from the dropdown list entitled Survey:

STEP 5

If the email field is left blank, the email 'sent' address will be the same as the email used for Client Login. ย 

If you wish the email sent address to display differently, enter the required email address

STEP 6

Click on 'Choose File' and double click on the file that you wish to send.

STEP 7

Click submit:
โ€‹

Did this answer your question?