Ellserve Wiki - User contributions [en]

File:Table2.png

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File:ICP Details.PNG

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File:Account Config.PNG

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File:Budget Tracker Config.PNG

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Notes Usage

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Joshco:

==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.

[[File:ViewANote.png|Center|1000px|Frame|Viewing a note]]

===Creating a Note===
'''>> To add a new note:'''
*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).
*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 [[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===
'''>> 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|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 [[Filtering Functions|filter]]. Make sure the filter is set to a single account if the note is only relevant to that account."

[[File:AttachDoc_1.jpg|Center|1000px|Frame|Attaching a document]]

[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve: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 [[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.jpg|Center|800px|Frame|Attaching a document]]

===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.

File:AttachDoc 1.jpg

2016-11-11T02:05:58Z

Joshco: