Network Notes Online User Guide

Online User Guide Index

2.1. Compose Single SMS.. 2

2.2. Compose Batch SMS.. 7

3. View / Manage Incoming SMS (Inbox) 8

4. View / Manage outgoing SMS (Outbox) 10

5. Manage the contact list (Phonebook) 13

5.1. Phonebook Individual 14

5.2. Phonebook Group. 15

5.3. Shared Phonebook. 17

6. Manage the SMS template (Canned Message) 19

7. Usage Report 21

8. Account Setting. 22

9. Change Password. 23

10. Users Management (Administrator Function) 23

10.1. User Account Permission Reference List 24

1. User Login

User Login page is used for system authentication. Users are required to input their Corp ID, Login Name and Password to log into the Network Notes.

Fig.1 User Login Page

2. Sending SMS (Composer)

User can use the Composer function to send Single SMS (One message to one or more recipients) or Batch SMS (Multiple messages to one or more recipients).

2.1. Compose Single SMS

圓角矩形: 5. Click the [Submit] button to preview SMS, or click [Clear] to clear all the input fields.

Fig.3 Compose Page – Single SMS

Step 1. Select Single SMS for SMS Type

Step 2. Input the recipient’s Mobile No.

User can input the recipient’s mobile number in the Send To textbox, and all mobile numbers should be separated by semi-colon (;), ‘Enter’ or New Line character.

User also can select the recipient’s mobile no. from [My Phonebook] function (See Fig.4, 5) or [Shared Phonebook] function (See Fig.6).

For the UEMO Filtering subscriber, they can select the Use UEMO Filtering option to enable the function.

After clicking [My Phonebook] or [Shared Phonebook] function, users will see a popup screen as below.

圓角矩形: Click the [Add] button to add the selected Individuals’ mobile number(s) or click [Cancel] button to cancel the selection(s) 圓角矩形: Activate the search function for Individuals. (My Phonebook function only) 圓角矩形: Select Individual option to show the Individual List of Phonebook

Fig.4 Composer - Phonebook Individual Selection Page

圓角矩形: Click the [Add] button to add all Individuals’ mobile numbers under the selected Groups. or click the [Cancel] button to cancel the selections. 圓角矩形: Select Group option to show the Group List of Phonebook 圓角矩形: Click to select Groups.

Fig.5 Composer - Phonebook Group Selection Page

After clicking the [Shared Phonebook] function, users will see the popup screen as below.

圓角矩形: Click the [Cancel] button to close this pop up window. 圓角矩形: Click [Select] to select the Shared Phonebook and it will show the Phonebook detail as Fig.4, 5.

Fig.6 Composer - Shared Phonebook Selection Page

Step 3. Input SMS Message

User can input message content into the SMS Message textbox, and user can click the [Remove Space] button to remove all the spaces in the message or click the [Add Space] button to add space to the message. On the top of the SMS Message textbox, the user can see the Total Characters used for the message and the Total SMS required for the message.

User can also select the SMS template from My Canned Message (See Fig.7) or Shared Canned Message (See Fig.7).

If user selected the Use Signature option, the signature will be added at the beginning of the message, and the signature characters will be counted into the Total Characters of the SMS.

After clicking [My Canned Message] or [Shared Canned Message], user will see the popup screen shown as below.

圓角矩形: Click the [Add] button to add SMS template from the selected message or click the [Cancel] button to cancel the selection. 圓角矩形: Click the [Cancel] button to close this pop up window. 圓角矩形: Click to select Canned Message.

Fig.7 Composer - Select Message Category and Canned Message

Step 4. Input Sent Out Time

User can select the Send Now option or the Scheduled option in the Send Out Time section, in order to send the inputted SMS message immediately or define a scheduled for the inputted SMS message. Please note that the scheduling time must be within 31days.

Step 5. Click the [Submit] button to preview the SMS, or click the [Clear] button to clear all input fields.

After clicking the [Submit] button in the Compose page, user can preview the message as below.

圓角矩形: Click the [Submit] button to submit the SMS to sending job or click the [Cancel] button to void the submission. 圓角矩形: Message preview. 圓角矩形: Sending job information

Fig.8 Single SMS Preview

圓角矩形: Click the [OK] button to back to the Compose page

Fig.9 Compose SMS success

2.2. Compose Batch SMS

圓角矩形: 6. Click the [Submit] button to preview the SMS, or click the [Clear] button to clear all the input fields. Fig.10 Compose Batch SMS

Step 1. Select Batch SMS for SMS Type.

Step 2. Select the Upload CSV File

User can click the [Browse] button to select the Upload CSV File from local machine and user must select the File Encoding (such as ASNI, Big5, GB2312, UTF-8, UTF-16) before submit the upload file.

User can click the [Download Sample] button to download a CSV Sample for import function. It is allows the user input multiple messages to one or more recipients.

Step 3. Select the Use UEMO Filtering options.

For the UEMO Filtering subscriber, they can select the Use UEMO Filtering option to enable the function.

Tips : When UEMO DNC (Unsolicited Electronic Messages Do-not-call Filtering) Filtering is enabled, system will check the submitted mobile numbers with updated DNC Registers and filter all those mobile numbers contained in the DNC Registers automatically before sending out.‪
‪For details of UEM Ordinance and DNC Registers please browse OFTA and DNC website.

Step 4. Select the Use Signature options.

If user selected the Use Signature option, all of the messages enclosed in the upload file will be attached with the signature at the beginning of each message, and the signature characters will be counted into the Total Characters used of the SMS.

Step 5. Input Send Out Time

Step 6. Click the [Submit] button to preview the SMS, or click the [Clear] button to clear all input fields.

After clicking the [Submit] button on the Compose page, user can preview the SMS as below.

圓角矩形: Click the [Submit] button to submit the SMS to sending job or click the [Cancel] button to void the submission. 圓角矩形: Sending job information 圓角矩形: Messages information

Fig.11 Compose Batch SMS Preview

1. View / Manage Incoming SMS (Inbox)

In the Inbox page, user can view and manage the Incoming SMS and they can search for SMS records, delete, reply and forward SMS or export selected SMS to a CSV file.

圓角矩形: 1. Input the search criteria to search Incoming SMS.

Fig.12 Inbox

Step 1. Input search criteria to search the incoming SMS.

User can input the Received Date, First Name, Last Name and Mobile No. for searching the incoming SMS. The Received Date range must be within 90 days.

Step 2. View the SMS details.

User click [View] to view the incoming SMS details, user will see a popup screen shown as below.

圓角矩形: Message body of the Incoming SMS and its detail information. 圓角矩形: Forward the message. See View / Manage incoming SMS Step 4. 圓角矩形: Reply to the sender. See View / Manage incoming SMS Step 4.

Fig.13 Inbox - Message Detail

Step 3. Add the sender’s mobile number to Phonebook.

User click [Add Contact] to add the sender’s mobile number to Individual Phonebook, user will see a popup screen as below.

圓角矩形: Input the First Name, Last Name, Department, and Company Name for the new Individual. 圓角矩形: Click the [Add] button to add the new Individual or click the [Cancel] button to void this action.

Fig14. Inbox - Add Individual

Step 4. Reply to sender or Forward the SMS.

User can click [Reply] to reply a message to the sender. System will redirect user to the Composer page, and filled the sender no. in for the recipient.

User can click [Forward] to forward the selected message. System will redirect user to the Composer page, and filled the selected SMS content in SMS Message.

Step 5. Export the search result to CSV.

User can click the [Export CSV] button to export the search result to a CSV file.

Step 6. Delete the Incoming SMS.

User can select the record(s) and click [Delete] to delete the selected record(s).

2. View / Manage outgoing SMS (Outbox)

In the Outbox page, user can view and manage the SMS sending job. User can edit the schedule time of a scheduled job, cancel and delete the scheduled job or export the search result of SMS sending jobs to a CSV file.

圓角矩形: 6. Delete the selected SMS sending job/Outgoing SMS. 圓角矩形: 5. Edit or Cancel the selected SMS sending job/Outgoing SMS. 圓角矩形: 2. Input the search criteria to search for the SMS sending job/Outgoing SMS.

Fig.15 Outbox

Step 1. Select the Display details option.

If the Display details option (Default View) is disabled, the Outgoing SMS will be grouped by the SMS sending job.

If the Display details option (Detail View) is enabled, all of the sending job’s Outgoing SMS will be listed with detail.

Step 2. Input search criteria to search SMS sending job/Outgoing SMS.

User can input the Done Date/Scheduled Date/Submit Date, First Name, Last Name and Mobile No. to searching for the incoming SMS. All the Date range must be within past 90 days or next 31days.

Step 3. View the SMS details.

User can click [View] to view outgoing SMS details, and there are 3 different views to show the record detail.

View 1 – Multiple messages to one or more recipient

圓角矩形: Click [Forward] to forward the message. System will redirect user to Composer page, and filled this SMS content in SMS Message field.

Fig.16 Outbox – Batch SMS Detail

View 2 – One message to one or more recipient

圓角矩形: Click [Forward] to forward the message. System will redirect user to the Composer page, and filled the SMS content in the SMS Message.field

Fig.17 Outbox – SMS Detail

View 3 – One message to one recipient

圓角矩形: Click the [Forward] button to forward the message. System will redirect user to the Composer page, and filled the SMS content in the SMS Message field.

Fig.17 Outbox – Message Detail

Step 4. Export the search result to CSV.

User can click the [Export CSV] button to export the search result to a CSV file.

Step 5. Edit or Cancel SMS sending job/Outgoing SMS.

User can click the [Cancel Schedule] button to cancel the scheduled message of the selected record(s) or can click the [Edit Schedule] button to edit the Scheduled Time of one selected record.

* If user canceled or edit the scheduled Outgoing SMS in Detail View, the related Outgoing SMS in the same sending job will also be canceled or edited.

User will see the below popup screen after clicking the [Edit Schedule] button.

圓角矩形: Click the [Save] button to update the Scheduled Time or click the [Cancel] button to void the action.

Fig.18 Outbox – Edit Schedule

Step 6. Delete SMS sending job/Outgoing SMS.

User can click the [Delete] button to delete the selected record(s), click the [Delete All Result] button to delete all the search result record(s) or click the [Empty Outbox] button to delete all the records in Outbox.

* If user delete the Outgoing SMS in Detail View, all related Outgoing SMS in the same sending job will be deleted.

3. Manage the contact list (Phonebook)

Phonebook page is used to save users’ contact lists and they can create a Shared Phonebook to share their contact lists to other users.

Phonebook is divided into Individual, Group and Shared Phonebook.

3.1. Phonebook Individual

圓角矩形: 1. Input the search criteria to search for Individual records.

Fig.19 Phonebook Individual

Step 1. Input search criteria to search Individual.

User can input the First Name, Last Name, Mobile Number, Department and Company Name for searching the Individual records.

Step 2. Export/Import Individual records.

User can click the [Export CSV] button to export the Individual records to a CSV file, or click the [Import CSV] button to import Individual records by uploading a CSV file.

User can also click the [Download Sample] button to download the CSV sample for import CSV function.

Step 3. Delete Individual.

User can click the [Delete] button to delete the selected Individual.

Step 4. Add or Edit Individual.

User can click [Add] / [Edit] to add or edit Individual details and user will see a popup screen shown as below.

圓角矩形: Click the [Add] / [Save] button to add or update Individual or click the [Cancel] button to cancel the action.

Fig.20 Add or Edit Individual

3.2. Phonebook Group

Group Phonebook is used to manage the Individual contact by grouping.

圓角矩形: 1. Input the search criteria and click the [Search] button to search for Group records.

Fig.21 Phonebook Group

Step 1. Input search criteria to search Group.

User can input Group Name and Mobile No., for searching Group records.

Step 2. Export or Import Group records.

User can click the [Export CSV] button to export the Group records to a CSV file, or click the [Import CSV] button to import Group records by uploading a CSV file.

User also can click the [Download Sample] button to download a CSV sample for the import CSV function.

Step 3. Edit Group.

圓角矩形: Select the Group member(s) and click the [Delete] button to delete the selected member(s). 圓角矩形: Click the [Add] button to add a new Group member. See Fig.24 圓角矩形: Click the [Rename] button to rename the Group name

Fig.23 Edit Group detail

圓角矩形: Select the individual(s) and click the [Add] button to add individual(s) into the group 圓角矩形: Input the search criteria and click the [Search] button to search for the Individual.

Fig.24 Phonebook Group add member

Step 4. Delete Group.

User can click the [Delete] button to delete the selected Group.

Step 5. Add Group.

User can click the [Add] button to add a new Group and user will see the popup screen shown as below.

圓角矩形: Click the [Add] button to add the new Group or click the [Cancel] button to cancel the action.

Fig.22 Add Group

3.3. Shared Phonebook

Users can create a Shared Phonebook and share the phonebook to other users. Shared Phonebook can contain your Individual contact and Group contact.

Fig.25 Shared Phonebook

Step 1. Add Shared Phonebook.

User can click the [Add] button to created a new Shared Phonebook and user will see the popup screen shown as below.

圓角矩形: Click the [Add] button to add Shared Phonebook or click the [Cancel] button to cancel the action.

Fig.26 Add Phonebook

Step 2. Edit Shared Phonebook.

User can define the Individual List and Group List in this Shared Phonebook, and enable the sharing function of a Shared Phonebook to other user.

圓角矩形: View and modify the Individual list in this Shared Phonebook 圓角矩形: Share this Shared Phonebook to other user. See Fig.28 圓角矩形: View and modify the Group List in this Shared Phonebook. 圓角矩形: Rename the name of the Shared Phonebook

Fig.27 Edit Shared Phonebook

圓角矩形: The sharing list of this Shared Phonebook 圓角矩形: Select the user(s) and click the [Delete] button to remove from user(s) sharing list. 圓角矩形: Click to add user to sharing list. See Fig.29

Fig.28 Edit Shared Phonebook detail – Shared To User

圓角矩形: Select the user(s) and click the [Add] button to add the selected user(s) to the sharing list of this Shared Phonebook

Fig.29 Share phonebook – Share to user

Step 3. Delete Shared Phonebook.

User can click the [Delete] button to delete the selected Shared Phonebook.

4. Manage the SMS template (Canned Message)

Users can add canned messages in different Message Categories for future uses in compose SMS, and Message Categories are allowed to share to other users.

圓角矩形: 2. Export or Import Message Category records from a CSV file.

Fig.30 Canned Message – Message Category

Step 1. Add Message Category.

User can click the [Add] button to add Message Category and user will see the popup screen shown as below.

圓角矩形: Click the [Add] button to add Message Category or click the [Cancel] button to cancel the action.

Fig.31 Add Category

Step 3. Export or Import Message Category records.

User can click the [Export CSV] button to export the Message Category and Canned Message to a CSV file, or click the [Import CSV] button to import Message Category and Canned Message records by uploading a CSV file.

User also can click the [Download Sample] button to download a CSV sample for the import function.

Step 3. Edit Message Category.

In Message Category detail page, user can add Canned Message and share the selected Message Category to other users.

圓角矩形: Click the [Delete] button to delete the selected message. 圓角矩形: Click to add or edit the Canned Message. See Fig.33

Fig.32 Canned Message detail

圓角矩形: Click the [Add] button to add Canned Message or click the [Cancel] button to cancel the action.

Fig.33 Add or Edit Canned Message.

Step 3. Delete Message Category.

User can click the [Delete] button to delete the selected Message Category.

5. Usage Report

Users can review the account usage of Inbox, Outbox, Canned Message and Shared Phonebook.

圓角矩形: Input the date range to search for the usage result.

Fig.34 Usage Report

6. Account Setting

Users can update the account setting (for the authenticate user only).

圓角矩形: Edit the user signature for compose SMS 圓角矩形: Click to enable forwarding incoming SMS from outbox to the specified Mobile No. / Email

Fig.35 Account Setting

7. Change Password

圓角矩形: Input the “Old Password”, “New Password”, “Confirm Password” and Click the [Submit] button to change the password

Fig.36 Change Password

8. Users Management (Administrator Function)

Users Management page is used to manage the Normal User account.

Fig.37 Users Management

Step 1. Input search criteria to search Users.

Administrator can input the Login Name, User Name, Department and Status to searching for User records.

Step 2. Export User records.

Administrator can click the [Export CSV] button to export the User records to a CSV file.

Step 3. Delete User.

Administrator can click the [Delete] button to delete the selected User.

Step 4. Add or Edit User.

圓角矩形: Input the Login Name, User Name, Signature, Department and Password (For Add User only). 圓角矩形: Click to enable the function to forward a copy of your SMS in inbox to the specified Mobile No. / Email

Fig.38 Users Management – Add / Edit User

8.1. User Account Permission Reference List

- Allow to edit Incoming/Outgoing SMS Forwarding Setting

Enable this function to allow the user editing the Incoming/Outgoing SMS Forwarding Setting. If this function is disabled, only the administrator can edit the SMS Forwarding Setting

- Allow to send phone numbers not listed in Shared Phonebook

Enable this function to allow the user to input the recipients number in compose SMS page directly. If this function is disabled, the user can select the recipients in the Shared Phonebook only. And the user is not allowed to use the Phonebook function.

- Allow to share Shared Phonebook

Enable this function to allow the user to create Shared Phonebook and share it to other users. If disabled, the user cannot use the Shared Phonebook function.

- Allow to share Canned Message

Enable this function to allow the user to create Canned Message and share it to other users. If disabled, the user cannot share Canned Message to other users.

- Allow to send Ad Hoc Message and create canned msg

Enable this function to allow the user to input the SMS content in compose SMS page directly. If disabled, the user can select the message in the Shared Canned Message only. And the user is not allowed to use the Canned Message function.

- Enforced send SMS with signature

Enable this function to enforced the user compose the SMS with Signature and only the Administrator can edit the Signature. If disabled, the user can compose SMS with Signature optionally and the user can also edit the Signature in their Account Setting.

- Enforced UEMO Filtering

Enable this function to enforce the user to compose the SMS with UEMO Filtering function. If disabled, the user can compose SMS with UEMO Filtering optionally.

- Allow send International SMS

Enable this function to allow the user to send the SMS to the International phone number. If disabled, this function the user cannot send any SMS to International phone number.

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