The built in Memo Manager allows your company to set reoccurring email memos that will be delivered at a set time and date.  These memos can also include URL links pointing to important sections and application within the Intranet.  This application increases the overall usage of the product.

 

    *Before you create memos make sure you have your "system setting" area up to date with outgoing email server address and intranet url

 

Memo Manager Location

 

The memo application is located inside the System Tools section of the content browser.  You must have access to the system tools section in order to set up memos.

 

If you have access to the system tools section, click on Memo Manager.  This action will reload the right side of the screen with two frames.  The top frame that will show you the list existing memos and some options for those memos.  If this is the first time you have accessed the Memo Manager there will be no memos listed in the top frame.

 

By default the lower frame is blank and ready to accept a new memo.

 

Creating a New Memo

 

1. Set the subject of the memo.  This will set the "subject" of the email that is going to be delivered.

2. Set the From line of the memo.  This will set the "from" of the email that is going to be delivered.

3. Set Message.  This is the body of the memo.

4. Set Referred Section/Application.  This allows you to refer to a particular section or application within the memo.  This will insert a link inside the memo that users can click on and visit without needing to navigate to find it.

5. Set the memo schedule.  Memos can be set to go out instantly or have a timed schedule. 

6. Set if the memo repeats.  This allows you to have the memo be delivered on a repeating schedule or just one time.

 

Add Recipients

 

After your memo has been set up you must then add the people that will receive the memo.  After clicking the add recipients button the window will display the users within your intranet.  Check off the users you would like to receive the memo. Click save.

 

After your memo has been created you will see it listed on the top frame. 

 

If required you may create folders by click on the "create folder" link.  Folders will help you manage and organize memos. 

 

Editing a Memo

 

To edit a memo, click on the subject of the memo you would like to edit.  The lower frame will load with the content of that memo.  Make the changes you require and then click the save button.

 

Deleting a memo

 

In order to delete a memo simply check off the memo you would like to delete and click the delete button