Notes Usage

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.

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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."

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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."

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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."

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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.

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