I have two reports being sent each month with different "To" contacts. I want to add a new person to the list, yet cannot see a way to do this without creating a new automated report. Is there an easy way to manage the people receiving the report?




Hi Leann,

Unfortunately, it's not possible at the moment to add users to an already added send to an attachment process, but it's a great idea!

Please submit an Enhancement Request when you have a moment.

My recommendation would be to use contact groups instead because that will make it easy to add people to the process.

Would that work?

Have a fantastic day!


Andrée Starå

Workflow Consultant @ Get Done Consulting