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--- notes_attachments [2017/04/19 10:12] – lisa.maloney
+++ notes_attachments [2024/08/20 18:16] (current) – tina.robles
@@ Line 5: / Line 5: @@
 Go to the Notes & Attachments tab within the claim.
-{{:pasted:20160707-142731.png}}
+{{:pasted:20240820-181105.png}}
-Click the Add button located on the bottom right of the screen.
+Click the Add button located on the bottom left of the screen.
-{{:pasted:20160707-142809.png}}
+{{:pasted:20240820-181122.png}}
-The user name is displayed at the top of the textbox.  Enter any notes to add to the claim here.  To add an attachment, click the Attachment button and select a file.
+The Note Editor allows text to be entered and one to many attachments linked to that one note.  Add a note, or copy and paste from another source.  These notes can be formatted using any of the options displayed at the top of the note section.
-{{:pasted:20160707-143211.png}}
+To add attachments there are a couple steps.
+Click the Upload files button located under the attachment section of the popup screen.
-Click Save to close the popup and save the note and/or attachment to the claim.  To cancel the action, click the Close button.
+Find the location where the file(s) are that you want to attach.  You can choose one to many attachments at once.
+{{:pasted:20240820-181422.png}}
+If there are people who need to receive a Notification on the note entered, click the Notify Accounts button.  This will send a notification within TPM as well as send an email to the selected user(s).
+{{:pasted:20240820-181506.png}}
+This will open a Select Accounts window.  The top row is a filter option to search for users to notify.  Select the users to notify by highlighting the user row.  Multiple rows can be selected by using the shift or ctrl buttons.
+The Notified Accounts will display at the top of the Note Editor.
+{{:pasted:20240820-181549.png}}
+Once the notes, attachments and users are added, click Save.  The text will display in the Notes & Attachments grid as it was formatted in the Note Editor.  The attachments column will display a count of attachments associated with the claim note.
+{{:pasted:20240820-181603.png}}
+To cancel the action, click the Cancel button.
 Both the notes and attachment fields are optional.  A note can be added without an attachment or an attachment can be added without a note.

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