Application notes are an administrative tool that allows the Sapera platform to communicate directly with users via four types of content: release notes (news), FAQ, guides and notifications. The content is created centrally and is then shown to the relevant customers in the Sapera interface.
The screen is only available to users logged in to the platform's default tenant account (dbo/template level).
From the hamburger menu in the top-left corner of Sapera, open Financial. In the left menu, select Application notes.
If you cannot see the menu item, you probably do not have permission to access it. Contact support.
Title: The heading of the note, shown above the content for the user.
Type: Indicates which category the note belongs to. The available types are Release notes, FAQ, Guides and Notification. The type cannot be changed once the note is published.
Content: The actual text of the note. Edited with an HTML editor (TinyMCE) that supports formatting and inserting iframes.
Tenants: Indicates which tenants (customers/store chains) the note is shown for. By default, all tenants are selected. It is possible to limit the visibility to specific tenants.
Expect reply to support: Shown only for the types Release notes and Notification. Indicates whether the note expects the user to send a reply back to support.
Approval required: Shown only for the types Release notes and Notification. Indicates whether the user must confirm that the note has been read and approved.
1. Click New in the toolbar to create a new note.
2. Fill in Title, select Type, write Content and select the Tenants the note should be shown for.
3. Click Save draft to save the note without publishing it, or click Save and publish to make the note visible to users immediately.
4. An already published note can be withdrawn by clicking Unpublish.
The list shows all notes with the columns Title, Type, Tenants, Created and a marker for whether the note is Published. It is possible to filter the list by tenant.
Want to know more?
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