e2B System Client Help Viewing Notes

  • Highlighted texts signify that they contain a note. Double-click the text you want to view and this will bring out the e-doc Note! Browser containing the note. Use the Next and Back arrows to navigate through the notes. A sample of page file with highlighted texts with notes is shown below.


      Note:
    • The and icon will only appear when there are more than two (2) notes created.

    • Customer Service Notes can be viewed as long as they are made for public viewing. You cannot view Private Notes of Customer Service Personnel found on your document page. A sample of Public Note of Customer Service Personnel is shown below.


      Clicking icon allows you to make notes as a reply to the notes made by the Customer Service Personnel. This will bring out the e-doc Note! Browser with the icon found on the upper right hand corner of the browser. See sample below.


      Clicking the Origin icon will bring out the note of the Customer Service Personnel. To close the origin note, click the Exit icon or the icon found on the top most right corner of the origin note browser. You can also press the Alt and F4 keys on your keyboard simultaneously to close the window.


  • To add notes to the existing note, click the Add icon and follow the same steps in making notes. After saving the notes made, the note browser will be refreshed and all the available notes created will be shown. Use the Back and Next to navigate through the notes.
e2B System Client Help Viewing Notes