Not sure how to add an attachment in IDS that you can include when sending reports? Here are the steps you can take.
Click this link to view the steps via recordit.
Go to your IDS account and hover over the option “Customizations” at the top menu bar- select “Attachments”
Click “New”
Take note of the maximum document size the system will allow- this is 1 MB. For help converting Kilobytes to Megabytes, click on the link at the bottom.
Click the button “Choose File” and select a PDF that is 1MB or smaller that you would like to attach.
Type in a name for this attachment.
You are done! You can access this attachment at any time by repeating the first step of these instructions.
Kilobytes to Megabytes Calculator
If you have any questions, or if something does not work, please reach out to our Partner Support Team member by clicking the chat button in the lower right corner, or call us at (800) 869-6908. We will be happy to help.