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notes_attachments

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notes_attachments [2020/04/06 10:25] – lisa.maloneynotes_attachments [2024/08/20 18:16] (current) – tina.robles
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 Go to the Notes & Attachments tab within the claim. 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 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. 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.
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 To add attachments there are a couple steps.  To add attachments there are a couple steps. 
    
-1. Click the Add Attachment button located at the bottom of the popup in the Action Bar section.  An Upload File button will appear in the Attachment section.+Click the Upload files button located under the attachment section of the popup screen.  
  
-2. Click Upload File to select a file.  The maximum file size is 50mb.+Find the location where the file(s) are that you want to attach.  You can choose one to many attachments at once.
  
-If there are additional files that need to be added, click Add Attachment then select Upload File to add another attachment.  +{{:pasted:20240820-181422.png}}
  
-{{:pasted:20180712-105333.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).
  
-3. 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 GoSimple as well as send an email to the selected user(s). +{{:pasted:20240820-181506.png}}
- +
-{{:pasted:20180712-105433.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. 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.
- 
-{{:pasted:20180712-105553.png}} 
- 
-Click Okay once the users to notify are selected. 
- 
-{{:pasted:20180712-105627.png}} 
  
 The Notified Accounts will display at the top of the Note Editor. The Notified Accounts will display at the top of the Note Editor.
  
-{{:pasted:20180712-105653.png}}+{{: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. 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:20180712-105900.png}}+{{:pasted:20240820-181603.png}}
  
  
-To cancel the action, click the Close button.+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. 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.
notes_attachments.1586168713.txt.gz · Last modified: 2020/04/06 10:25 by lisa.maloney

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