Question
- How can I copy/share notes between divisions on a job (or claim) in DASH?
- Why is the "Copy Notes" button greyed out? I cannot click the "Copy Notes" button?
Answer
Securities
The ability to copy notes between divisions requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand "Slideboard" and click the checkbox next to "Copy Notes"
You can Copy Notes by following the steps below:
- Navigate to the job (or claim) and go to the division which has the notes you want to copy
- Click on the Notes tab and locate the note(s)
- Select the checkbox next to the note you want to copy (please note that you can only copy over one note at a time)
- Then click the "Copy Notes" button
- Select the division that you want to send the note to
- Repeat for any other notes that you want to send to other divisions on the job
Important things to note:
- The "Copy Notes" button will be greyed out if:
- You do not have the Copy Notes security (see disclaimer at top of the page for steps on how to add the security)
- The button will also be greyed out if you have selected more than one note for copying
- You can only copy one note at a time
- Notes can only be copied to another division on the same job (you cannot send notes between jobs or claims, only between divisions)
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