Difference between revisions of "Notes Usage"
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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">Navigate to the notes panel in the notes control. | *<span style="color:#2E5894">Navigate to the notes panel in the notes control. | ||
| Line 10: | Line 10: | ||
[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]] | [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]] | ||
| − | + | ===Creating a Note=== | |
<span style="color:#2E5894">'''>> To add a new 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">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). | ||
| Line 25: | Line 25: | ||
[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]] | [[Configuring Ellserve|Parent]] - [[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">'''>> 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">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">Change text fields as required in the editing panel. | ||
| − | *<span style="color:#2E5894">Click on the '''Add File''' button to | + | *<span style="color:#2E5894">Click on the '''Add File''' button to open a pop-up [[Document Browser|document browser]]. |
| − | *<span style="color:#2E5894">Click | + | *<span style="color:#2E5894">Highlight the required document with a click. |
| − | *<span style="color:#2E5894"> | + | *<span style="color:#2E5894">Click on '''Add to Note''' in the action panel and close the document browser. |
| − | *<span style="color:#2E5894"> | + | *<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." | <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." | ||
Revision as of 09:59, 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.
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."
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."
