Sharing Notes allows you to keep your communication clear and tidy within the job you are completing. Send your client an update, or ask a question if needed all through our notes system.
Table of Contents
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Mentioning in Notes
You can mention your peers in notes throughout the app in order to send them a notification and bring their attention to the section you are adding the note to.
Step 1: Open the add note screen. |
Step 2: Type the '@' symbol or click on @ in the note description. |
Step 3: Start typing the users name and select the user that you are mentioning. |
Please Note: You can only mention users that are within your company in Umbrava. Otherwise, you will have to share the note to the client to give them access to your note using the steps below.
Step 4: Add the note and the user will receive a notification for the note. |
New Work Order Notes
Step 1: Navigate to the Work Order and Select the 'Add Note' button at the top. |
Step 2: Fill in your note. |
Step 3: Click 'Share with Client' at the bottom of the Add Note screen to share. |
Note on Notes: You can format your notes for lists, links, or even @ another user.
Existing Work Ord Notes
Step 1: Click the '···' menu on the note and select 'Share'. |
Step 2: Click the 'Share With' dropdown to select who to share the note to. |
Step 3: Click the 'Share' button at the bottom to share your note. |
New Project Notes
Step 1: Click the + button in the notes section of the Project Details. |
Step 2: Fill in the Description and select the 'Share with Client' button to upload and share. |
Existing Project Notes
Step 1: Click the context menu on the note and click 'Share'. |
Step 2: Select the Client in the 'Share With' field. |
Step 3: Click 'Share' and the note will be shared to your client. |
Permissions
Work Order Note
| Add New | Allows you to create a note in a work order. |
| Delete Other User's Note | allows you to delete notes that other users have created. |
| Delete Own Note | Allows you to delete notes that they have created. |
| Edit Other User's Note | Allows you to edit notes that other users have created. |
| Edit Own Note | Allows you to edit own note. |
| Export All Notes | Allows you to send email and download the note list in a work order. |
| Export Selection Of Notes | Allows you to send email and download from the individual note context menu. |
| Share | Allows you to share a note to a client or vendor. |
| View Audit | Allows you to view the audit of a work order note. |
Project Note
| Add New | Allows you to create a Project Note with a Type and Description. |
| Edit Other User's Note | Allows you to edit notes that other users have created. |
| Edit Own Note | Allows you to edit notes that you have created. |
| Export All Notes | Allows you to Send Email and Download the entire Project Notes page. |
| Export Selection of Notes | Allows you to Send Email and Download individual notes on the Project Notes page. |
| Share | Allows you to share a project note on creation. Allows you to share an already created project note with the corresponding Edit Note permissions. |
| Use Scratchpad | Allows you to use the Scratchpad feature in the Notes tab in Projects. |
| View Audit | Allows you to view the audit on the individual notes in the Project Notes page. |
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