How-To:Brief: Difference between revisions
(Created page with "1.Open the app and go to the “Document” section. Click the arrow, then select "Create Brief". 2.You will be directed to the “New Brief” and fill up the necessary details. 3.For Matter, just search the name or a keyword. 4.Just add a description and then click the template and you can choose to “SMS” or “Email”. 5.Then click Save & Close.") |
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1.Open the app and go to the “Document” section. Click the arrow, then select "Create Brief". | 1.Open the app and go to the “Document” section. Click the arrow, then select "Create Brief". | ||
2.You will be directed to the “New Brief” and fill up the necessary details. | [[File:Step 1 - Brief Document.png|none|thumb|500x500px]] | ||
[[File:Step 1.2 - Brief Document.png|none|thumb|500x500px]] | |||
2.You will be directed to the “New Brief” and fill up the necessary details. | |||
[[File:Step 2 - Brief Document.png|none|thumb|500x500px]] | |||
For Matter, just search the name or a keyword. | |||
[[File:Step 2.1 - Brief Document.png|none|thumb|500x500px]] | |||
[[File:Step 2.2 - Brief Document.png|none|thumb|500x500px]] | |||
3.Just add a description and then click the template and you can choose to “'''SMS'''” or “'''Email'''”. | |||
[[File:Step 3 - Brief Document.png|none|thumb|500x500px]] | |||
[[File:Step 3.1 - Brief Document.png|none|thumb|571x571px]] | |||
4.Then click Save & Close. | |||
[[File:Step 4 - Brief Document.png|none|thumb|500x500px]] | |||
Revision as of 10:45, 16 May 2024
1.Open the app and go to the “Document” section. Click the arrow, then select "Create Brief".
2.You will be directed to the “New Brief” and fill up the necessary details.
For Matter, just search the name or a keyword.
3.Just add a description and then click the template and you can choose to “SMS” or “Email”.
4.Then click Save & Close.
