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How do I manage notes/audit notes in Historic/BAU Scanning?

Table of Contents :

How do I add a notes/audit notes?

1. Login to your account using the username and password provided.
Note: These login details will be the same as the FLYdocs web platform.
2. Select a Client from the Client dropdown and then select 'OK'.
3. Click on Scan at Source tab.
4. Select Historic/ BAU Scanning.
5. Select a Centre.
6. Select a Component from the grid.
7. Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.
8. Double click on the Notes / Audit Notes field and add the notes you want, than click anywhere outside fields, Notes will be added.

How do I edit a notes/audit notes?

1. Login to your account using the username and password provided.
Note: These login details will be the same as the FLYdocs web platform.
2. Select a Client from the Client dropdown and then select 'OK'.
3. Click on Scan at Source tab.
4. Select Historic/ BAU Scanning.
5. Select a Centre.
6. Select a Component from the grid.
7. Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.
8. Double click on the Notes / Audit Notes field and edit the notes you want, than click anywhere outside fields, Notes will be edited.

How do I delete a notes/audit notes?

1. Login to your account using the username and password provided.
Note: These login details will be the same as the FLYdocs web platform.
2. Select a Client from the Client dropdown and then select 'OK'.
3. Click on Scan at Source tab.
4. Select Historic/ BAU Scanning.
5. Select a Centre.
6. Select a Component from the grid.
7. Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.
8. Double click on the Notes / Audit Notes field and remove the notes written, than click anywhere outside fields, Notes will be deleted.

How do I see notes/audit notes in ascending/descending order?

1. Login to your account using the username and password provided.
Note: These login details will be the same as the FLYdocs web platform.
2. Select a Client from the Client dropdown and then select 'OK'.
3. Click on Scan at Source tab.
4. Select Historic/ BAU Scanning.
5. Select a Centre.
6. Select a Component from the grid.
7. Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.
8. Click on "Notes / Audit Notes" tab to see it in ascending / descending order.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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