Creating a New Note
The note or file note is a special document that allows for easy communication within the project. Unlike mail, which is used to communicate with external people, the note is used to communicate with the members of the project team.
Unlike all other documents, the note has a text field that allows text to be entered directly and thus allows for easy documentation of facts or tasks. With the "*Save and send Infomail" function , the file note is distributed to the selected recipients and thus officially delivered, which is also documented in the processing protocol.
Depending on the configuration, the file note may also include a section for uploading files, which are then available for download.
The file note is the right choice for communication in the project team, as it offers many advantages compared to e-mail. This means that the file note can be created and stored immediately in the document management, there is only one original and the relevant recipients are entered via the authorization and notified by infomail. All activities are documented in the processing protocol and result in clear traceability of the processes even after a long time.
The e-mail is primarily used to communicate with external persons who do not have access to the data pool. Details on how to store important e-mails can be found in the chapter "7.