Managing Notes
Valid for: enaio webclient version 8.50 SP1
All objects can be provided with notes.
Objects with notes are marked with a Note icon in hit lists.
To view, create, and edit notes, users require the system roles Open notes and Edit notes.

-
Select an object in the hit list, inbox or filing location.
The object will be shown in the preview area.
-
Click
in the preview area followed by
in the menu bar.
The notes list will be shown.
- Click Add new note.
- Enter text and click Create note.
The note will be created.

-
Select an object in the hit list, inbox or filing location.
The object will be shown in the preview area.
-
Click
in the preview area followed by
in the menu bar.
The notes list will be shown.
- Click
next to the note to be edited.
- Edit the text and click Save changes.
The changes will be applied.

-
Select an object in the hit list, inbox or filing location.
The object will be shown in the preview area.
-
Click on
in the preview area followed by
in the menu bar.
- Click
next to the note to be edited and confirm the security prompt.
The note will be deleted.
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