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How do I manage Internal Documentation Notes from Inbox?
Table of Contents :
How do I view Internal Documentation Notes from Inbox?
1.
Login to your account using the username and password provided.
2.
Click on the Home tab.
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3.
Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window.
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4.
Select the asset from the grid.
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5.
Click on View icon. It will open new window.
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6.
It will open new window. Go to Notes section where you can view notes assigned to you.
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How do I reply Internal Documentation Notes from Inbox?
1.
Login to your account using the username and password provided.
2.
Click on the Home tab.
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3.
Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window.
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4.
Select the asset from the grid.
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5.
Click on View icon. It will open new window.
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6.
Navigate to the bottom of the page. Review the received note and enter your comment.
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7.
Click on SAVE INTERNAL NOTES button in the notes area to reply.
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How do I remove Internal Documentation Notes from Inbox?
1.
Login to your account using the username and password provided.
2.
Click on the Home tab.
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3.
Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window.
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4.
Select the asset from the grid.
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5.
It will open all received notes for this area in a new window. To remove a note, select the check box under the 'Viewed' column.
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6.
Click on the SAVE button to remove Internal Documentation Notes.
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How do I view Audit trail?
1.
Login to your account using the username and password provided.
2.
Click on the Home tab.
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3.
Go to the Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window.
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4.
Click on the AUDIT TRAIL button. It will open Audit Trail in a new window.
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5.
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc.
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6.
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
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How do I export Audit trail?
1.
Login to your account using the username and password provided.
2.
Click on the Home tab.
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3.
Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window.
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4.
Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
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5.
Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc.
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6.
Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
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7.
Click on the EXPORT button.
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How do I clear all messages of Internal Documentation Notes from Inbox?
1.
Login to your account using the username and password provided.
2.
Click on the Home tab.
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3.
Go to Internal Documentation Notes section. Click on the text 'View'. It will open Internal Documentation Notes in a new window.
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4.
Click on the CLEAR ALL MESSAGES button.
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5.
It will show you Popup message. Click on the OK button.
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