Composing an Attachment

Section: 3. CREATING A NEW SCORECARD
Subsection: 3.3 Creating a Scorecard Attachment
Topic: Composing an Attachment

The Excel Scorecard Spreadsheet may be attached to a Notes form in the Scorecard database. This allows headquarters to consolidate the regional information into a Business Unit Scorecard. Follow these steps to create a Scorecard Attachment:

1. From the Notes Menu, Select Compose then 3. Attachment

2. Enter the "As-of-date" for the spreadsheet Scorecard (e.g., 12/31/94)

3. To enter the Region, press the first letter of the region or press Enter and a list of all applicable regions will be displayed.

4. Single-click on the Fetch Excel File & Embed button.

5. When the file list appears, select the spreadsheet file to be embedded. If you don't see your file, select the appropriate directory until it appears.

6. When the file has been attached, single-click on the Save & Close button to save the document and return to the view where you started