Choose Members screen with the Jessie Gilroy checkbox checked.

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Alert recipient

He chooses to alert Jessie Gilroy to let her know he has added a letter to the HMRC/Agent Correspondence folder.

The link on the alert will take Jessie Gilroy direct to the HMRC/Agent Correspondence folder where she can view the agent's letter.

She must navigate from the HMRC/Agent Correspondence folder, to the Computations/Calculations folder, to view the Excel file.