Send External Files to the Inbox

You can use the Portal Direct Document Delivery tool to distribute reports from third party external systems, such as trading, research, or compliance systems to the Inbox. For more information on this tool, contact Eagle Global Professional Services (GPS).

You can also distribute external reports to the Eagle Portal by including a hypertext link to an external XLS or PDF file within an Eagle Advanced Report. This is not a recommended practice.

Eagle recommends creating an Advanced Report that contains a link to the XLS or PDF file that you want to distribute to the Eagle Portal. There must be logic in the distribution process to associate the document files with a Client Reporting batch.

You can open the Advanced Report and click the embedded link to open the XLS or PDF file. The distribution dll or exe files interrogate the mdb for the location of that document and post the XLS or PDF file to the Eagle Portal.