User Permissions Required (contact your BestNotes System Administrator for user permissions):

  

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 To make information available on the portal:

1. Find the information in the client's  Activity Log
2. Click the globe icon next to the entry.  

   

   
   
3. Select which recipients (with web portal permission) can see this note.
   • NOTES: 
     • Unselecting all recipients will remove the item from the portal.
     • The item will stay on the portal for selected recipients as long as your company is using BestNotes.
       
       

       
       

       
       

Globe Color (Blue or Orange)

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  • All Authorized turns the globe icon blue to indicate that the information has been made available to all Recipients with the  web portal permission (Click HERE) including the client.  
  • Orange indicates that it is only available to a select few recipients with the web portal permission.    

NOTE:  All information, past and future, on a client's activity log shared by selecting All Authorized will display for any related contact with web portal permission. Consult with your client if this is wanted.

NOTE:  BestNotes recommends that clients only have active items available on the portal. Too many items on the portal can break the link.