Notes - Revision history

Shefali DK at 10:18, 19 December 2021

2021-12-19T10:18:36Z

Shefali DK at 09:02, 19 December 2021

2021-12-19T09:02:51Z

Shefali DK at 08:59, 19 December 2021

2021-12-19T08:59:25Z

Shefali DK at 08:56, 19 December 2021

2021-12-19T08:56:56Z

Shefali DK at 08:26, 19 December 2021

2021-12-19T08:26:30Z

Shefali DK at 08:25, 19 December 2021

2021-12-19T08:25:08Z

Shefali DK at 08:12, 19 December 2021

2021-12-19T08:12:58Z

Shefali DK at 08:11, 19 December 2021

2021-12-19T08:11:35Z

Shefali DK at 08:05, 19 December 2021

2021-12-19T08:05:51Z

Shefali DK at 08:03, 19 December 2021

2021-12-19T08:03:57Z

@@ Line 47: / Line 47: @@
 . Refine your search further using the "Refine Search Here" searchbox provided below the tabs. For example, you can either type the initials of the User&nbsp;Name&nbsp;who created the Agreement or type initials of the Event and click the search icon in the extreme right. This filters the results to display only those records that match your search.
-. You can sort and filter your search results further by clicking the sort or on the column heading and the "Filter"&nbsp;icon [[File:Filter-icon.PNG|20px]]provided at the right of&nbsp;each column heading.&nbsp;
+. You can sort and filter your search results further by clicking the sort or on the column heading and the "Filter"&nbsp;icon [[File:Filter-icon.PNG|20px|Filter-icon.PNG]]provided at the right of&nbsp;each column heading.&nbsp;
 Each column filter has these elements:
@@ Line 66: / Line 66: @@
 To view records in List view
-'''Click&nbsp;'''"List View" on the extreme right above the grid to change the view from the grid to the list.
+'''Click&nbsp;'''"List View" on the extreme right on top of&nbsp;the grid to change the view from the grid to the list.
 <div class="image-green-border">[[File:8.0-Notes-List-View.PNG|720px|8.0-Notes-List-View.PNG]]<br/> <br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Broadcas|Broadcas]][[Broadcast|t]]&nbsp;| [[Application_Settings|Application Settings]]
+'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Broadcas|Broadcas]][[Broadcast|t]]&nbsp;| [[Application_Settings|Application Settings]]&nbsp;|[[History|History]]| [[Versions|Versions]]
 </div>

@@ Line 47: / Line 47: @@
 . Refine your search further using the "Refine Search Here" searchbox provided below the tabs. For example, you can either type the initials of the User&nbsp;Name&nbsp;who created the Agreement or type initials of the Event and click the search icon in the extreme right. This filters the results to display only those records that match your search.
-. You can sort and filter your search results further by clicking the sort or on the column heading and the "Filter"&nbsp;icon provided at the right of&nbsp;each column heading.&nbsp;
+. You can sort and filter your search results further by clicking the sort or on the column heading and the "Filter"&nbsp;icon [[File:Filter-icon.PNG|20px]]provided at the right of&nbsp;each column heading.&nbsp;
 Each column filter has these elements:

@@ Line 32: / Line 32: @@
 Grid view dramatically reduces the time required to go through the complete list of logs to find a specific one. Through this view, you can easily refine your search for any specific log.&nbsp;The search results are displayed in tabular form.&nbsp;
-<div class="image-green-border">Follow these steps to search the log:</div>
+<div class="image-green-border">Follow these steps to search the notes:</div>
 . You can refine your search by selecting&nbsp;the&nbsp;provided categories in tabs:
@@ Line 44: / Line 44: @@
 The note in the first row is created while the "Agreement Rejected" event with a Reason code is displayed under&nbsp;the "Reason Code" column.
-<div class="image-green-border">[[File:8.0-Notes-Reason-Code.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The second&nbsp;row is the note created from when the&nbsp;broadcast message is sent&nbsp;from the "[[Broadcast|Broadcast]]" page. This note has a "TO-email address" format under the "Note" column.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notes-Broadcast.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Notes-Reason-Code.PNG|720px|8.0-Notes-Reason-Code.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The second&nbsp;row is the note created from when the&nbsp;broadcast message is sent&nbsp;from the "[[Broadcast|Broadcast]]" page. This note has a "TO-email address" format under the "Note" column.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notes-Broadcast.PNG|720px|8.0-Notes-Broadcast.PNG]]</div>
-. Refine your search further using the "Refine Search Here"&nbsp;provided below the tabs. For example, you can either type the initials of the User&nbsp; &nbsp; &nbsp; &nbsp;Name&nbsp;who created the Agreement or type initials of the Event and click the search icon in the extreme right. This filters the results to display only those records that match your search.
+. Refine your search further using the "Refine Search Here" searchbox provided below the tabs. For example, you can either type the initials of the User&nbsp;Name&nbsp;who created the Agreement or type initials of the Event and click the search icon in the extreme right. This filters the results to display only those records that match your search.
-. You can sort and filter your search results further by clicking the sort or on the column heading and the "Filter" [[File:Filter.png|RTENOTITLE]]&nbsp;icon provided at the right of&nbsp;each column heading.&nbsp;
+. You can sort and filter your search results further by clicking the sort or on the column heading and the "Filter"&nbsp;icon provided at the right of&nbsp;each column heading.&nbsp;
 Each column filter has these elements:
-*A dropdown to choose the desired operator, for example: “Is equal to”, “is not null”, “Is before” (for “Date and Time” column) etc.
+*A dropdown to choose the desired operator, for example: “Is equal to”, “is not null”, “Is before” (for “Date and Time” column), etc.
 *A field to enter a value, like a keyword text or date (for “Date and Time”).
 *A dropdown to choose filters logic for the additional value and operator, for example – “And”, “Or”.

@@ Line 41: / Line 41: @@
 For example,
-In the screenshot below, three notes are displayed under the "All" tab.
+In the screenshot below, all notes are displayed under the "All" tab.
-−
-−
-:*The first row shows the note created while the "Agreement Rejected" event with a Reason code is displayed under&nbsp;the "Reason Code" column.
-:*The second row is the note created from "Add Note" on the "Notes" page.
-:*The third row is the note created from triggering the broadcast message from the "[[Broadcast|Broadcast]]" page. This note has a "TO-email address" format under the "Note" column.&nbsp; <div class="image-green-border">[[File:8.0-Notes-Broadcast.PNG|720px|8.0-Notes-Broadcast.PNG]]</div>
 . Refine your search further using the "Refine Search Here"&nbsp;provided below the tabs. For example, you can either type the initials of the User&nbsp; &nbsp; &nbsp; &nbsp;Name&nbsp;who created the Agreement or type initials of the Event and click the search icon in the extreme right. This filters the results to display only those records that match your search.

@@ Line 17: / Line 17: @@
 .&nbsp;'''Click the&nbsp;'''"Agreements" navigation menu&nbsp;on the top''.''&nbsp;This opens the Agreements&nbsp;Index page listing all agreements in a grid by default.
-. '''Click'''&nbsp;the "View&nbsp;Details" [[File:Eye-icon.PNG|20px]]eye icon&nbsp;in the last grid column of the agreement for which you want to view the notes. The Agreement Details page opens.
+. '''Click'''&nbsp;the "View&nbsp;Details" [[File:Eye-icon.PNG|20px|Eye-icon.PNG]]eye icon&nbsp;in the last grid column of the agreement for which you want to view the notes. The Agreement Details page opens.
 .&nbsp;'''Click''' "Notes" on the left pane to view notes in a grid view by default ('''Note:''' The "Notes" tab is visible in collapsed left pane if configured else expand the left pane to see the tab).
 &nbsp;If no notes are available for an agreement, an image and a message depicting “no records” are displayed in the grid area.
-<div class="image-green-border">[[File:8.0-Notes-No.PNG|720px]]</div> <div class="image-green-border">4.&nbsp;'''Click '''the "Add Note" on the right above the grid. This opens the "Add Note"&nbsp;drawer slides from the right.</div>
+<div class="image-green-border">[[File:8.0-Notes-No.PNG|720px|8.0-Notes-No.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click '''the "Add Note" on the right above the grid. This opens the "Add Note"&nbsp;drawer slides from the right.</div>
 .&nbsp;'''Enter'''&nbsp;your&nbsp;comments.
 .&nbsp;'''Click '''"Add". The&nbsp;added comment&nbsp;is listed on the grid.&nbsp;
 <div class="note-box">'''Note''': The comments can be in form of a table and you can also use special characters such as characters for Korean language. The comments can also be formatted using the '''Rich Text editor''' toolbar provided to make the text bold or italics, underline the text, change the font color, and so on.&nbsp;You can now also use tables within the message body. A&nbsp;table can be inserted using the "Create Table" icon in the toolbar.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Add-Note-drawer.PNG|720px|8.0-Add-Note-drawer.PNG]]</div>
 Let’s go through each view in detail:
@@ Line 70: / Line 66: @@
 The&nbsp;List view displays the complete list of comments available similar to the grid but in card format. You can refine your search&nbsp;by selecting either "All" or "Workflow" tabs.&nbsp;
 <div class="image-green-border">[[File:8.0-Notes-List-View.PNG|720px|8.0-Notes-List-View.PNG]]<br/> <br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Broadcas|Broadcas]][[Broadcast|t]]&nbsp;| [[Application_Settings|Application Settings]]
 </div>

@@ Line 10: / Line 10: @@
 *Notes added by internal users are visible only internally.
 *Notes added by external users are visible to all.
 Notes&nbsp;can be viewed either using the "Grid"&nbsp;or "List"&nbsp;view.&nbsp;By default, the "Grid"''&nbsp;''view is selected.&nbsp; The grid columns get auto-fit with the collapsing and expanding of the left navigation pane.&nbsp;
@@ Line 19: / Line 17: @@
 .&nbsp;'''Click the&nbsp;'''"Agreements" navigation menu&nbsp;on the top''.''&nbsp;This opens the Agreements&nbsp;Index page listing all agreements in a grid by default.
-. '''Click'''&nbsp;the "View&nbsp;Details" eye icon&nbsp;in the last grid column of the agreement for which you want to view the notes. The Agreement Details page opens.
+. '''Click'''&nbsp;the "View&nbsp;Details" [[File:Eye-icon.PNG|20px]]eye icon&nbsp;in the last grid column of the agreement for which you want to view the notes. The Agreement Details page opens.
-−
-.&nbsp;'''Click''' "Notes" on the left pane to view notes in a grid view by default ('''Note:''' The "Notes" tab is visible in collapsed left pane if configured else expand the left pane to see the tab).&nbsp;If no notes are available for an agreement, an image and a message depicting “no records” are displayed in the grid area.
-<div class="image-green-border">[[File:8.0-Notes-no-records.PNG|720px|8.0-Notes-no-records.PNG]]</div>
-&nbsp;
-.&nbsp;'''Click '''the "Add Note" on the right above the grid. This opens the "Add Note"&nbsp;drawer slides from the right.
+.&nbsp;'''Click''' "Notes" on the left pane to view notes in a grid view by default ('''Note:''' The "Notes" tab is visible in collapsed left pane if configured else expand the left pane to see the tab).
 .&nbsp;'''Enter'''&nbsp;your&nbsp;comments.

@@ Line 13: / Line 13: @@
 The "Notes" tab is&nbsp;on the left navigation pane of the Agreement Details page. If configured, it is visible even when&nbsp;the pane is collapsed.
-The "Notes" can be viewed either using the "Grid"&nbsp;or "List"&nbsp;view.&nbsp;By default, the "Grid"''&nbsp;''view is selected.&nbsp; The grid columns get auto-fit with the collapsing and expanding of the left navigation pane.&nbsp;
+Notes&nbsp;can be viewed either using the "Grid"&nbsp;or "List"&nbsp;view.&nbsp;By default, the "Grid"''&nbsp;''view is selected.&nbsp; The grid columns get auto-fit with the collapsing and expanding of the left navigation pane.&nbsp;
 <div class="image-green-border">[[File:8.0-Notes-Main-Screen1.PNG|720px|8.0-Notes-Main-Screen1.PNG]]</div>
 To add notes using the "Notes" tab:

@@ Line 2: / Line 2: @@
 = Notes =
 <div>
-The "Notes" tab displays the comments that are added to the Agreement either when an action is taken or directly through the "Note''s"&nbsp;''tab. It displays&nbsp;the comments for the complete lifecycle of the Agreement.&nbsp;
+The "Notes" tab displays the comments that are added to the Agreement either when an action is taken such as "Agreement Approver Added" or directly through the "Notes"&nbsp;tab. It displays&nbsp;the comments for the complete lifecycle of the Agreement.&nbsp;
 Internal users can communicate more efficiently with both internal and external sources through "Notes"&nbsp;across all phases of an Agreement. While adding them, internal users have the choice of making their Notes visible to all&nbsp;users (internal and external) or to internal users only. ICI&nbsp;handles the validation of users and displays Notes based on their visibility settings.
@@ Line 10: / Line 10: @@
 *Notes added by internal users are visible only internally.
 *Notes added by external users are visible to all.
 The "Notes" can be viewed either using the "Grid"&nbsp;or "List"&nbsp;view.&nbsp;By default, the "Grid"''&nbsp;''view is selected.&nbsp; The grid columns get auto-fit with the collapsing and expanding of the left navigation pane.&nbsp;
@@ Line 52: / Line 54: @@
 :*The first row shows the note created while the "Agreement Rejected" event with a Reason code is displayed under&nbsp;the "Reason Code" column.
 :*The second row is the note created from "Add Note" on the "Notes" page.
-:*The third row is the note created from triggering the broadcast message from the "[[Broadcast|Broadcast]]" page. This note has a "TO-email address" format under the "Note" column.&nbsp; <div class="image-green-border">[[File:8.0-Notes-Broadcast.PNG|720px]]</div>
+:*The third row is the note created from triggering the broadcast message from the "[[Broadcast|Broadcast]]" page. This note has a "TO-email address" format under the "Note" column.&nbsp; <div class="image-green-border">[[File:8.0-Notes-Broadcast.PNG|720px|8.0-Notes-Broadcast.PNG]]</div>
 . Refine your search further using the "Refine Search Here"&nbsp;provided below the tabs. For example, you can either type the initials of the User&nbsp; &nbsp; &nbsp; &nbsp;Name&nbsp;who created the Agreement or type initials of the Event and click the search icon in the extreme right. This filters the results to display only those records that match your search.
@@ Line 66: / Line 68: @@
 The applied filters can be cleared using the "Clear Grid Filters" button on the right above the grid beside the view buttons.
-<div class="image-green-border">[[File:8.0-Notes-Filters.PNG|320px]]</div>
+<div class="image-green-border">[[File:8.0-Notes-Filters.PNG|320px|8.0-Notes-Filters.PNG]]</div>
 &nbsp;

@@ Line 12: / Line 12: @@
 The "Notes" can be viewed either using the "Grid"&nbsp;or "List"&nbsp;view.&nbsp;By default, the "Grid"''&nbsp;''view is selected.&nbsp; The grid columns get auto-fit with the collapsing and expanding of the left navigation pane.&nbsp;
-<div class="image-green-border">[[File:8.0-Notes-grid.PNG|720px|8.0-Notes-grid.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Notes-Main-Screen1.PNG|720px]]</div>
 To add notes using the "Notes" tab:
@@ Line 28: / Line 28: @@
 .&nbsp;'''Click '''"Add". The&nbsp;added comment&nbsp;is listed on the grid.&nbsp;
-<div class="note-box">'''Note''': The comments can be in form of a table and you can also use special characters such as characters for Korean language. The comments can also be formatted using the '''Rich Text editor''' toolbar provided to make the text bold or italics, underline the text, change the font color, and so on.&nbsp;You can now also use tables within the message body. A&nbsp;table can be inserted using the "Create Table" icon in the toolbar.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notes-Drawer.PNG|720px|8.0-Notes-Drawer.PNG]]</div>
+<div class="note-box">'''Note''': The comments can be in form of a table and you can also use special characters such as characters for Korean language. The comments can also be formatted using the '''Rich Text editor''' toolbar provided to make the text bold or italics, underline the text, change the font color, and so on.&nbsp;You can now also use tables within the message body. A&nbsp;table can be inserted using the "Create Table" icon in the toolbar.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Add-Note-drawer.PNG|720px]]</div>
 . '''Click&nbsp;'''"List View" on the extreme right above the grid to change the view from the grid to the list.
@@ Line 72: / Line 72: @@
 The&nbsp;List view displays the complete list of comments available similar to the grid but in card format. You can refine your search&nbsp;by selecting either "All" or "Workflow" tabs.&nbsp;
-<div class="image-green-border">[[File:8.0-Notes-List-View1.PNG|720px]]<br/> <br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Notes-List-View.PNG|720px]]<br/> <br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Broadcas|Broadcas]][[Broadcast|t]]&nbsp;| [[Application_Settings|Application Settings]]
 </div>