Template

1.        Click the Add Feedback icon or Review Feedback icon. The Review/Add Comments and Attachments window appears.

2.        To add a comment, enter it in the Comment box and click the Add button.

3.        To edit a comment:

a.        Hover over the comment and click the Edit icon. The Edit Comment window appears.

b.        Make your update and click the Update comment button. The Edit Comment window closes and the comment automatically appears on the Review/Add Comments and Attachments window.

You can only edit comments you have added.

4.        To delete a comment, hover over the comment and click the Delete icon. The comment is deleted.

You can only delete comments you have added and before they have been read by other users. This helps maintain the overall conversation as comments are often made referring to a previous comment.

5.        To e-mail the author of another comment:

a.        Click the E-mail icon. The Send Email window appears.

b.        In the From column, enter your e-mail address.

c.        Use the remaining e-mail options to enter your message.

d.        To include an e-mail attachment, click the Attachment button. The Select File window appears. Locate the file, select it, and click the Open button. The Select File window closes and the file is attached.

e.        To remove an e-mail attachment, click the Remove Attachment button. The attachment is automatically removed.

f.          Click the Send button. Your e-mail message is sent.

6.        To add an attachment:

a.        Click the Add Attachment button. The Select the File to Attach window appears.

b.        Locate the file and select it.

c.        Click the Open button. The Select the File to Attach window closes and the file automatically appears as an attachment on the Review/Add Comments and Attachments window.

7.        To print the comments:

a.        Click the Print button. The Print window appears.

b.        Select the appropriate printer and settings.

c.        Click the Print button. The comments are printed.

d.        To close the Print window, click the X icon.

8.        To close the Review/Add Comments and Attachments window, click the Close button or X icon.

1.        Click the Export to Excel button. The Export to Excel window appears.

2.        To export the EX information as one Excel file with one tab, select the One Excel file, One Tab option.

3.        To export the EX information as one Excel file with several tabs, select the One Excel File, Multiple Tabs option. The tab names for the EX information are automatically displayed. To change a tab name, enter it in the Excel Tab Name column.

4.        To modify the location where the Excel spreadsheet(s) will be stored, click the Browse button and navigate to the location where you want the spreadsheet(s) stored.

5.        To create a link to the exported file on your workspace Home page, select the Create Link to File(s) on My Home Page check box.

6.        Click the Export Files button. The Export Status window appears.

7.        Once the export is complete, the exported file opens in Excel and the Export to Excel window closes.

1.        Click the Export to Excel button. The Export to Excel window appears.

2.        Select the Multiple Excel Files option. The Excel file names for the EX information are automatically displayed.

3.        To change a file name, enter it in the Excel File Name column.

4.        The spreadsheets are automatically exported to the folder displayed in the Export Folder column. To modify the location where all the spreadsheets will be stored, click the Browse button next to the Default Folder displayed and navigate to the location where you want all the spreadsheets stored.

5.        To modify a location where a specific Excel spreadsheet(s) will be stored, click the Browse button next to the specific spreadsheet and navigate to the location where you want that spreadsheet stored.

6.        If you updated the file name and/or export location and want to use the same name and location each time you export, select the Automatically use the same file names/locations for the next multi-file export check box.

Even if you select the Automatically use the same file names/locations for the next multi-file export check box, you can still update the file name or location the next time you export the files.

7.        Click the Export Files button. The Export Status window appears.

8.        Once the export is complete, the exported file opens in Excel and the Export to Excel window closes.

1.        Access the EX rows want to copy and paste into Excel.

2.        Select the cells you want to copy.

To select multiple rows, press the Ctrl key and click each row.

3.        Right-click and select Copy or press the Ctrl + C keys.

4.        In the Excel worksheet, click where you want to paste.

5.        Select Paste from the right-click or Edit toolbar menus. The row(s) are pasted into the Excel worksheet.

6.        Click the Save button.

If the number of Excel rows is greater than the number of rows in the grid, the additional rows are automatically added to the grid. To keep from pasting over existing row(s), add a new row before pasting.

1.        Access the Excel spreadsheet that contains the cells you want to copy and paste into EX.

2.        Select the cells you want to copy.

To select multiple rows, press the Ctrl key and click each row.

3.        Right-click and select Copy or press the Ctrl + C keys.

4.        In the EX grid, click where you want to paste.

5.        Select Paste from the right-click or Edit toolbar menus. The information is pasted into EX.

6.        Click the Save button.