Note Task Templates
How to set up Note Task Templates for use by your scripts
Overview
Notes are specific to each host integration. For example, one of the Keyfax integrations returns various codes (or classes) whern they are consumed by the host.
To create a new Note Template, select Note from the Base Template Type described here.
The Editing Pane now contains the Note Details for the Template:
Properties
Description – describing the Task's role/purpose
The Editing Pane also contains the Text Area for adding and editing the Template text and layout. Use the Formatting Menu to create the style of document required.
To add Bookmarks (Databoxes) to the Template, place the cursor on the text area and click the '+' to the right of the selected Bookmark
To edit an existing Note Template, select the Template in the Navigation Pane. Click Edit to make any changes. When complete click Save . To undo changes back to the last save click on Restore.
Example
In this example, up to 5 items are returned to the host (calling) system. It is the responsibility of the host system to parse the exported data (which will include Notes) and further process these items:
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