To reply to a Help Desk Ticket, you must go back into your Help Desk within ShareNote. Click on the View link next to the ticket and add your reply to the Add Update field. Then click the Add Update button when complete. Once the button is clicked, the ShareNote support team will instantly receive […]
Category Archives: General
How do I see notes older than those that show in my Newsfeed?
In order to see more notes, as well as to search for notes by date range and other filters, navigate to the Note Center via the navigation bar. Utilize the search criteria to narrow down the search for your notes, then click the Show Notes button at the bottom of the search section to show […]
I chose a different Location from the drop down box (ddb). Why will the location not change?
Once you change your location in the Current Location (ddb), you must click the Change button to submit the change to the new location.
How can I add a service code to ShareNote?
You can add any codes that are not available to you by selecting Managers > Services Manager in the main menu. On the upper right side of the Services Manager page there is a blue box that says, “Add New Service”. Clicking on this button will take you to the page where you can add […]
Why can I not see any information, clients, or staff in ShareNote?
Browse to your profile by clicking, “My Profile”, on the top right of ShareNote under the main menu. Under “Additional Information & Settings”, make sure you do not have “Set Audit View” checked. If checked, click the green, “Edit Staff Details” button. Uncheck the checkbox beside, “Set Audit View”. Click the green, “Update” button to […]
I see a red “X” or nothing at all when I add my signature via a Topaz Signature Pad. What is wrong?
Due to recent updates to Microsoft Windows, ShareNote can no longer support the Topaz Sig Pads via our Help Desk. You may continue to troubleshoot the signature pad by uninstall/reinstalling the software, or by trying to use the signature pad on a computer running Windows 7 or lower, with Micrsoft Internet Explorer. ShareNote now allows […]
