Administration - Preferences: Document Note
Document Note Preferences Overview
The purpose of this guide is to providing instructions on managing your Document Note preferences.
How to Access your Document Note Preferences
From the Title Bar at the top of the screen:
- To edit your Document Note preferences, you firstly need to click on the Preferences link within XPLAN
- Click on the Document Note menu item to view the submenu. In this menu you can perform the following:
- Setting the method you will be notified when another user creates or modifies a note for one of your clients
- Select if you wish to be notified for notes that you have created or modified
- Select which notes will be displayed on the interface, i.e. client, partners, both, etc.
- Select the maximum number of notes that will be displayed by a document search
- Select if you would like notes to be on seperate pages or complied together when printing/generating a PDF
Notifications
- This section allows you can choose to be notified either by email or your dashboard if another user creates or modifies a note for one of your clients
- Select Yes in the Me Too field if you wish to receive notifications for notes that you have created or modified
Adviser Interface
The option selected in this field will be the default for which notes are displayed when viewing notes in a client
Queries
- The Max. Result field allows you to set the maximum number of notes that will be displayed when searching client notes
- The Max. Results (IMAP) allows you to set the number of results displayed when viewing a folder via IMAP
Printing/PDF
When selecting Yes in this field, all notes when printing or generating PDF from multiple notes will be on seperate pages. If you select No, the notes will be compiled together.
Edit Log Duration Adjustment
To be able to manually change the save duration of work when editing a note, select Yes here
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