Difference between revisions of "Notes Usage"
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Paul Chapman (talk | contribs) (Created page with "==Using Notes and Documents== <span style="color:#2E5894">'''>> To view a note:''' *<span style="color:#2E5894">Click on the notes panel in the notes control. *<span style="c...") |
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==Using Notes and Documents== | ==Using Notes and Documents== | ||
| − | + | ===Viewing a Note=== | |
<span style="color:#2E5894">'''>> To view a note:''' | <span style="color:#2E5894">'''>> To view a note:''' | ||
| − | *<span style="color:#2E5894"> | + | *<span style="color:#2E5894">Navigate to the notes panel in the notes control. |
*<span style="color:#2E5894">Sort the list of available notes by date and type. | *<span style="color:#2E5894">Sort the list of available notes by date and type. | ||
*<span style="color:#2E5894">Click the note of interest - this will open the note viewing panel. | *<span style="color:#2E5894">Click the note of interest - this will open the note viewing panel. | ||
| + | |||
| + | [[File:ViewANote.png|Center|1000px|Frame|Viewing a note]] | ||
| + | |||
| + | [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]] | ||
| + | |||
| + | ===Creating a Note=== | ||
| + | <span style="color:#2E5894">'''>> To add a new note:''' | ||
| + | *<span style="color:#2E5894">Use the [[Filtering Functions|filter]] to define a set of accounts to be associated with the new note (in the example below all electricity accounts have been selected). | ||
| + | *<span style="color:#2E5894">Navigate to the notes panel in the notes control. | ||
| + | *<span style="color:#2E5894">Click on the '''New''' button to switch to a blank editing panel. | ||
| + | *<span style="color:#2E5894">Click the note of interest to open the note in the viewing panel. | ||
| + | *<span style="color:#2E5894">Add a title, select the message type, and if required a reference for internal use in the fields provided. | ||
| + | *<span style="color:#2E5894">Enter the text of the note, and click the '''Save''' button. | ||
| + | |||
| + | |||
| + | <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]]. Make sure the filter is set to a single account if the note is only relevant to that account." | ||
| + | |||
| + | [[File:MakeANote.png|Center|1000px|Frame|Viewing a note]] | ||
| + | |||
| + | [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]] | ||
| + | |||
| + | ===Editing a Note: Linking to a Document=== | ||
| + | <span style="color:#2E5894">'''>> Editing a note and adding a document:''' | ||
| + | *<span style="color:#2E5894">Use the browsing panel to find the note to be edited. | ||
| + | *<span style="color:#2E5894">Change text fields as required in the editing panel. | ||
| + | *<span style="color:#2E5894">Click on the '''Add File''' button to open a pop-up [[Document Browser|document browser]]. | ||
| + | *<span style="color:#2E5894">Highlight the required document with a click. | ||
| + | *<span style="color:#2E5894">Click on '''Add to Note''' in the action panel and close the document browser. | ||
| + | *<span style="color:#2E5894">The added document will appear as a link under the note text in the editing browser (this can be opened with click). | ||
| + | *<span style="color:#2E5894">Click the '''Save''' button. | ||
| + | |||
| + | |||
| + | <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]]. Make sure the filter is set to a single account if the note is only relevant to that account." | ||
| + | |||
| + | [[File:AttachDoc.png|Center|1000px|Frame|Attaching a document]] | ||
| + | |||
| + | [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]] | ||
| + | |||
| + | ===Deleting Notes=== | ||
| + | <span style="color:#2E5894">'''>> To delete one or more notes:''' | ||
| + | *<span style="color:#2E5894">Navigate to the note browsing panel. | ||
| + | *<span style="color:#2E5894">Select the note/s to be deleted using the check box to the right of the note description. | ||
| + | *<span style="color:#2E5894">Click the '''Delete File''' button to open a pop-up box to confirm the delete. | ||
| + | |||
| + | |||
| + | <span style="color: Red">'''TIP:''' Remember the note will be deleted from all accounts accessible under the current [[Filtering Functions|filter]]. Make sure the filter is set to a single account if the note is to be deleted from only that account." | ||
| + | |||
| + | [[File:DeleteNot.png|Center|800px|Frame|Attaching a document]] | ||
| + | |||
| + | [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]] | ||
| + | |||
| + | |||
| + | ===Finding Other Accounts with the Same Note=== | ||
| + | <span style="color:#2E5894">'''>> To find which other accounts use the same note:''' | ||
| + | *<span style="color:#2E5894">Navigate to the note browsing panel. | ||
| + | *<span style="color:#2E5894">Click on the note of interest to open the viewing panel. | ||
| + | *<span style="color:#2E5894">All account linked to the note are listed at the foot of the panel. | ||
| + | |||
| + | |||
| + | [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]] | ||
Latest revision as of 12:22, 4 October 2013
Using Notes and Documents
Viewing a Note
>> 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.
Parent - Configuring Ellserve - Home
Creating a Note
>> To add a new note:
- Use the filter to define a set of accounts to be associated with the new note (in the example below 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 to open the note in the viewing panel.
- Add a title, select the message type, and if required a reference for internal use in the fields provided.
- Enter the text of the note, and click the Save button.
TIP: Remember the saved note will be attached to all accounts accessible under the current filter. Make sure the filter is set to a single account if the note is only relevant to that account."
Parent - Configuring Ellserve - Home
Editing a Note: Linking to a Document
>> Editing a note and adding a document:
- Use the browsing panel to find the note to be edited.
- Change text fields as required in the editing panel.
- Click on the Add File button to open a pop-up document browser.
- Highlight the required document with a click.
- Click on Add to Note in the action panel and close the document browser.
- The added document will appear as a link under the note text in the editing browser (this can be opened with click).
- Click the Save button.
TIP: Remember the saved note will be attached to all accounts accessible under the current filter. Make sure the filter is set to a single account if the note is only relevant to that account."
Parent - Configuring Ellserve - Home
Deleting Notes
>> To delete one or more notes:
- Navigate to the note browsing panel.
- Select the note/s to be deleted using the check box to the right of the note description.
- Click the Delete File button to open a pop-up box to confirm the delete.
TIP: Remember the note will be deleted from all accounts accessible under the current filter. Make sure the filter is set to a single account if the note is to be deleted from only that account."
Parent - Configuring Ellserve - Home
Finding Other Accounts with the Same Note
>> To find which other accounts use the same note:
- Navigate to the note browsing panel.
- Click on the note of interest to open the viewing panel.
- All account linked to the note are listed at the foot of the panel.