Notes Usage

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Using Notes and Documents

>> To view a note:

  • Navigate to the notes panel in the notes control.
  • Sort the list of available notes by date and type.
  • Click the note of interest - this will open the note viewing panel.

Viewing a note

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>> To add a new note:

  • Use the filter to define a set of accounts to be associated with the new note (in this example all electricity accounts have been selected).
  • Navigate to the notes panel in the notes control.
  • Click on the New button to switch to a blank editing panel.
  • Click the note of interest - this will open the note viewing panel.


Viewing a note

Parent - Home