Add sticky notes to Thin Client Validation

You can add a comment using sticky notes to an image in a document that is visible to all operators processing this batch in subsequent modules. A date and time stamp based on your Web browser region settings is added to the sticky note window when it is created. The date and time stamp is then updated every time the sticky note is edited. In addition, if configured by your solution integrator, the name of the person who adds or makes a change is also added to the sticky note.

For example, you are validating a batch that contains an invoice that was addressed to a person who no longer works for your company. You can add a comment to this document, and when you close the batch, that document can be routed to another operator to address the issue. The date and time, as well as your name are included so you can be contacted if there are questions.

Important Your solution integrator may have disabled this feature.

Clicking on a Sticky Note Sticky Note icon icon selects it. Right-clicking the icon displays its shortcut menu; double-clicking opens the sticky note for editing.

  1. From the toolbar, click Add Sticky Note Add Sticky Note icon.
  2. Using the mouse, move to the area that needs the comment and click the mouse.
  3. Enter your comment and click OK.