In this chapter, we will get acquainted with the various ways of sending a document.
Open the document in Webi Rich client → Click ‘Send by e-mail attachment’
You have an option to select the different attachment formats like PDF, XLS, CSV, Text, and/or unsecured wid.
To send a document to other users/groups, open the document via BI Launchpad. Click ‘Send’ on toolbar → Send to User.
Select the users/groups to which you want to send the document to from the list of users and groups. You can select ‘automatically generated’ to send the document with an auto generated name. Select the specific name and enter the name you want to send the document.
You can also select “shortcut” to send a shortcut or “Copy” option to send a copy of the document.
To send a document via ftp, login to BI Launchpad. You have to save the document first. Click ‘Save’ icon at the top of the screen to save the document.
Click ‘Mail’ icon in the tool bar → Select ‘Send to Ftp’.
You have to enter the host name, port number, user name and password. Select the naming method for document to send. Click ‘Send’.