How do I manage Monthly Reporting Notes from Inbox?

How do I view Monthly Reporting Notes from Inbox?

1.	Login to your account using the username and password provided.
2.	Click on the Home tab.
3.	Go to Monthly Reporting Notes section. Click on the text 'View'. It will open Monthly Reporting Notes in new window.
4.	Expand asset from the grid.
5.	Go to Expanded asset from grid and Click on anyone tab. It will open new window.
6.	Select the asset from the grid and Click on View icon. It will open rows in a new Window.
7.	Select the row from the grid and Click on View icon. It will open new Window.
8.	Go to Comments section. You can view Monthly Reporting note assigned for you.

How do I reply Monthly Reporting Notes from Inbox?

1.	Login to your account using the username and password provided.
2.	Click on the Home tab.
3.	Go to Monthly Reporting Notes section. Click on the text 'View'. It will open Monthly Reporting Notes in new window.
4.	Expand asset from the grid.
5.	Go to Expanded asset from grid and Click on anyone tab. It will open new window.
6.	Select the asset from the grid and Click on View icon. It will open rows in a new Window.
7.	Select the row from the grid and Click on View icon. It will open new Window.
8.	Go to Comments section. You can view Monthly Reporting note assigned for you.
9.	Navigate to the Notes Section. Enter your comment and Click on SEND NOTES button in the notes area to reply.

How do I remove Monthly Reporting Notes from Inbox?

1.	Login to your account using the username and password provided.
2.	Click on the Home tab.
3.	Go to Monthly Reporting Notes section. Click on the text 'View'. It will open Monthly Reporting Notes in new window.
4.	Expand asset from the grid.
5.	Go to Expanded asset from grid and Click on anyone tab. It will open new window.
6.	Select the asset from the grid and Click on View icon. It will open rows in a new Window.
7.	Go to grid. Select the check box under the 'Viewed' column.
8.	Click on SAVE button to remove Monthly Reporting Notes.

How do I clear all messages of Client Notes from Inbox?

1.	Login to your account using the username and password provided.
2.	Click on the Home tab.
3.	Go to Monthly Reporting Notes section. Click on the text 'View'. It will open Monthly Reporting Notes in new window.
4.	Click on the CLEAR ALL MESSAGES button.
5.	It will show you Popup message. Click on the OK button.

How do I view Audit trail?

1.	Login to your account using the username and password provided.
2.	Click on the Home tab.
3.	Go to Monthly Reporting Notes section. Click on the text 'View'. It will open Monthly Reporting Notes in new window.
4.	Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
5.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc.
6.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export Audit trail?

1.	Login to your account using the username and password provided.
2.	Click on the Home tab.
3.	Go to Monthly Reporting Notes section. Click on the text 'View'. It will open Monthly Reporting Notes in new window.
4.	Click on AUDIT TRAIL button. It will open Audit Trail in a new window.
5.	Select filter types to filter Audit Trail Report. Like filter by keyword, filter by operations, filter by date etc.
6.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
7.	Click on EXPORT button.
8.	It will show you Popup asking whether you want to open or save file.