How do I send a report?

On the lender's page, find the period and choose:

• Upload, to send a file from your computer. The same files can be sent as anywhere in Galley.
• Choose from the room, to send a copy of a document already in your data room. The document stays where it is.

The lender's copy goes in its reports folder, named for the period, such as "Stock and debtors statement, September 2026", and the period is marked sent at that moment. A report that comes from Margin is sent by itself, and you can still upload or choose a file for it by hand.