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  1. MiiiA Support
  2. D365 FinServices
  3. Configuration

File Note Templates

To create or update the templates available when using File Notes, follow the below steps.

 

Navigate

  • Navigate to the Work Areas on the NavBar
  • Select Configuration
  • Select File Note Templates

01_-_Settings_Configuration.png

  • The list of existing File Note Templates is displayed

  • Select New to create a new template or open an existing record

 

Create New or Edit

You can create a new template, or edit an existing record at a later date.

 

New Templates

  • Navigate to the File Note Templates area
  • Select NEW

02_-_Active_File_Notes.png

  • A new window will open
  • Fill in your new Template Name
  • Grouping is useful for organisation if you have lots of templates
  • Fill in your Template Text into the large text area below
  • Click Save or Save & Close

03_-_New_File_Note_Template.png

 

Edit Existing Templates

  • Navigate to the File Note Templates area
  • Open the template you wish to edit

08_-_Edit_Existing_-_Select_File_Note.png

  • Edit any part of the template as required
  • Click Save or Save & Close

03_-_New_File_Note_Template.png

 

 

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