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) 14

5.1. Phonebook Individual 14

5.2. Phonebook Group. 15

5.3. Shared Phonebook. 18

6. Manage the SMS template (Canned Message) 20

7. Usage Report 22

8. Account Setting. 22

9. Change Password. 23

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.

Rounded Rectangle: 1. Input Corp ID., Login Name and Password. Login

Fig.1 User Login Page

1. 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).

1.1. Compose Single SMS

Rounded Rectangle: 5. Click the [Submit] button to preview SMS, or click [Clear] to clear all the input fields. compose

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.

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

Fig.4 Composer - Phonebook Individual Selection Page

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

Rounded Rectangle: Click the [Cancel] button to close this pop up window. Rounded Rectangle: 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.

Rounded Rectangle: Click the [Add] button to add SMS template from the selected message or click the [Cancel] button to cancel the selection. Rounded Rectangle: Click to select Canned Message. compose_msg1

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.

Rounded Rectangle: Click the [Submit] button to submit the SMS to sending job or click the [Cancel] button to void the submission.

Rounded Rectangle: Message preview. Rounded Rectangle: Sending job information compose_pv

Fig.8 Single SMS Preview

Rounded Rectangle: Click the [OK] button to back to the Compose page cps_success

Fig.9 Compose SMS success

1.2. Compose Batch SMS

Rounded Rectangle: 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.

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. 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.

Rounded Rectangle: Click the [Submit] button to submit the SMS to sending job or click the [Cancel] button to void the submission. Rounded Rectangle: Sending job information Rounded Rectangle: Messages information cps_batch_pv

Fig.11 Compose Batch SMS Preview

2. 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.

Rounded Rectangle: 1. Input the search criteria to search Incoming SMS. inbox

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.

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

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.

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

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).

3. 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.

Rounded Rectangle: 6. Delete the selected SMS sending job/Outgoing SMS. Rounded Rectangle: 5. Edit or Cancel the selected SMS sending job/Outgoing SMS. Rounded Rectangle: 2. Input the search criteria to search for the SMS sending job/Outgoing SMS. outbox

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

Rounded Rectangle: Click the [Back] button to go back to Outbox page. Rounded Rectangle: Click [Forward] to forward the message. System will redirect user to Composer page, and filled this SMS content in SMS Message field. outbox_v2

Fig.16 Outbox – Batch SMS Detail

View 2 – One message to one or more recipient

Rounded Rectangle: Click [Forward] to forward the message. System will redirect user to the Composer page, and filled the SMS content in the SMS Message.field outbox_v1

Fig.17 Outbox – SMS Detail

View 3 – One message to one recipient

Rounded Rectangle: 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. outbox_v3

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.

Rounded Rectangle: Click the [Save] button to update the Scheduled Time or click the [Cancel] button to void the action. outbox_editSch

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.

4. 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.

4.1. Phonebook Individual

Rounded Rectangle: 1. Input the search criteria to search for Individual records. pbindiv

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. 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.

Rounded Rectangle: Click the [Add] / [Save] button to add or update Individual or click the [Cancel] button to cancel the action. pbindiv_add

Fig.20 Add or Edit Individual

Step 4. Delete Individual.

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

4.2. Phonebook Group

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

Rounded Rectangle: 1. Input the search criteria and click the [Search] button to search for Group records. pbgrp

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. Add Group.

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

Rounded Rectangle: Click the [Add] button to add the new Group or click the [Cancel] button to cancel the action. pb_grp_add

Fig.22 Add Group

Step 4. Edit Group.

Rounded Rectangle: Select the Group member(s) and click the [Delete] button to delete the selected member(s). Rounded Rectangle: Click the [Add] button to add a new Group member. See Fig.24 pbgrp_del

Fig.23 Edit Group detail

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

Fig.24 Phonebook Group add member

Step 5. Delete Group.

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

4.3. 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.

Rounded Rectangle: Click the [Add] button to add Shared Phonebook or click the [Cancel] button to cancel the action. pbshare_add

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.

Rounded Rectangle: View and modify the Individual list in this Shared Phonebook Rounded Rectangle: Share this Shared Phonebook to other user. See Fig.28 Rounded Rectangle: Rename the name of the Shared Phonebook

Fig.27 Edit Shared Phonebook

Rounded Rectangle: Select the user(s) and click the [Delete] button to remove from user(s) sharing list. Rounded Rectangle: The sharing list of this Shared Phonebook Rounded Rectangle: Click to add user to sharing list. See Fig.29 pbshare_del_1

Fig.28 Edit Shared Phonebook detail – Shared To User

Rounded Rectangle: Select the user(s) and click the [Add] button to add the selected user(s) to the sharing list of this Shared Phonebook pbshare_del_2

Fig.29 Share phonebook – Share to user

Step 3. Delete Shared Phonebook.

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

5. 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.

Rounded Rectangle: 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.

Rounded Rectangle: Click the [Add] button to add Message Category or click the [Cancel] button to cancel the action. msg_add

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.

Rounded Rectangle: Click the [Delete] button to delete the selected message. Rounded Rectangle: Click to add or edit the Canned Message. See Fig.33 can_msg_del

Fig.32 Canned Message detail

Rounded Rectangle: Click the [Add] button to add Canned Message or click the [Cancel] button to cancel the action. msg_msg

Fig.33 Add or Edit Canned Message.

Step 3. Delete Message Category.

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

6. Usage Report

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

Rounded Rectangle: Input the date range to search for the usage result. usage_rp

Fig.34 Usage Report

7. Account Setting

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

Rounded Rectangle: Edit the user signature for compose SMS Rounded Rectangle: Click to enable forwarding incoming SMS from outbox to the specified Mobile No. / Email acc_setting