Notes
The Notes tab displays the comments that are added to the Agreement either when an action is taken or directly through the Notes tab. It displays the comments for complete lifecycle of the Agreement. You can also add comments directly through this tab. Click Add icon, this opens Add Notes window. Type te required comments and click Add Note. The added comment is listed in i t.You can view the logs either using Grid or List view. By default, Grid view is selected.
Let’s go through each view in detail:
Grid View
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.
The search results are displayed in tabular form. You can further sort your results using Filter provided in every column.
Follow these steps to search the log:
- Click the Agreement Management tile on My Dashboard, this opens the Agreements page.
- Click View icon next to the Agreement, whose logs you want to view.
- Click Notes in the left pane. This displays all the logs related to that Agreement. By default, Grid is selected.
- Narrow down the logs by selecting the options/categories provided:
- All: displays the logs which are added directly through Notes tab and which are added while taking various actions on the Agreement.
- Workflow: displays the logs which are added while taking various actions on the Agreement
- The results matching your selection are displayed on the page in tabular form.
- Narrow down the results further using the Refine Search field. For example, type initials of user name who created the Agreement or type initials of the Event. This filters the results to display only those records that matches your search.
- You can sort your search results further by clicking Filter icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.
List View
You can narrow down the comments by selecting either All or Workflow.
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