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How do I send an internal note?

Table of Contents :

How do I send an internal note?

1. Login to your account using the username and password provided.  
2. Click on the Fleet Management tab.
3. Hover on the Document Management Centre tab.
4. Click on the Manage Internal Documentation tab.
5. Select Client.
6. After selecting related information VIEW button is going to be visible so just click on it to view Manage Internal Documentation.
7. Select the row for which you want to send an Internal Note.
8. Click on the view icon, It will open a new window.  
9. In the Internal Note section, Select the user from the list to whom you want the note to be assigned.  
10. Using the third selection box, please select the user who is responsible for replying to this query.  
11. Write your note in the input field and click on Save Internal Notes Button.  
Note:- If you do not see this option appear it is due to access restrictions for your user account. Please contact an administrator.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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