User Guide - Sharing Notes

How to share a Note?

1. Create or revise a Note (See Operations on Notes)
2. Enter the names or email of users whom to share the Note with, each separated by a comma

If he/she is a user with whom you never shared Notes, enter an email.

• If the email matches a filnote account the user will receive a liaison request in his/her worksheet.
• The Note is not shared until the user accepts the liaison request. Until then a symbol '- -' is displayed in the To/Cc columns of the Note in your worksheet.
• If the user accepts the liaison request he/she can access the Note in his/her worksheet. In your worksheet the symbol '- -' is replaced by his/her initials in the To/Cc columns of the Note.
• If the user declines the liaison request a System Information lets you know.

If he/she is a user with whom you already shared Notes, type the beginning of the name of the user and select a name in the list that is automatically displayed.

How to manage your liaisons?

1. Move the mouse over your name at the top right
2. Select Liaisons in the scrolling menu

At anytime you can reject a liaison that was accepted or accept a liaison that was rejected.