How-To:Brief: Difference between revisions
m (added infos and photos) |
No edit summary |
||
| Line 1: | Line 1: | ||
1.Open the app and go to the | 1.Open the app and go to the “'''Document'''” section. Click the arrow, then select "'''Create Brief'''". | ||
[[File:Step 1 - Brief Document.png|none|thumb|500x500px]] | [[File:Step 1 - Brief Document.png|none|thumb|500x500px]] | ||
[[File:Step 1.2 - Brief Document.png|none|thumb|500x500px]] | [[File:Step 1.2 - Brief Document.png|none|thumb|500x500px]] | ||
2.You will be directed to the | 2.You will be directed to the “'''New Brief'''” and fill up the necessary details. | ||
[[File:Step 2 - Brief Document.png|none|thumb|500x500px]] | [[File:Step 2 - Brief Document.png|none|thumb|500x500px]] | ||
For Matter, just search the name or a keyword. | For Matter, just search the name or a keyword. | ||
[[File:Step 2.1 - Brief Document.png|none|thumb|500x500px]] | [[File:Step 2.1 - Brief Document.png|none|thumb|500x500px]] | ||
[[File:Step 2.2 - 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'''”. | 3.Just add a description and then click the template and you can choose to “'''SMS'''” or “'''Email'''”. | ||
| Line 13: | Line 12: | ||
[[File:Step 3.1 - Brief Document.png|none|thumb|571x571px]] | [[File:Step 3.1 - Brief Document.png|none|thumb|571x571px]] | ||
4.Then click '''Save & Close'''. | |||
4.Then click Save & Close. | |||
[[File:Step 4 - Brief Document.png|none|thumb|500x500px]] | [[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.
