FLEX Ten Document Manager Notes

This documentation outlines the process for adding and reading notes within the Document Manager in the FLEX Ten system. Adding notes can help users attach important information directly to specific documents.

How to Add a Note to a Document

To add a note to an item in the Document Manager in FLEX Ten, follow these steps:

1. Access the Document Manager:
   • Click on the menu.
   • Choose operations.
   • Select document management.
   • Click on document manager.
2. Select the Document:
   • Double-click on the item to which you want to add a note.
3. Navigate to the Notes Tab:
   • Select the note tab at the top of the window that appears after double-clicking the item.
4. Type Your Note:
   • Enter your desired note text into the provided field.
5. Save the Note:
   • Click save.

Confirmation of a Saved Note:

• A check mark will appear in the “note section” of the Document Manager, indicating that a note has been successfully added to the document.

How to Read an Existing Note

To read a note that has been added to an item in the Document Manager, perform the following:

1. Locate the Document:
   • Navigate to the Document Manager as described in steps 1.1-1.4 above.
   • Identify the document with the note (look for the check mark in the note section).
2. Access the Note:
   • Double-click the item.
   • Click on the note tab. The note content will be displayed.