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Extensible Markup Language  |  2001-07-25  |  2KB  |  42 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="289502" author="carmip" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Create a new follow-up note in MoneySide</title>
  6.         <category>partner</category>
  7.         <klink type="prcdr">How do I create a new follow-up note in MoneySide?</klink>
  8.     </index>
  9.     <content>
  10.         <extend>
  11.             <tease>Why?</tease>
  12.             <reveal>
  13.                 <p>As you're banking or shopping, you may want to record such information as confirmation numbers or items for a wish list and their Web addresses.</p>
  14.             </reveal>
  15.         </extend>
  16.         <ol>
  17.             <li>Open MoneySide.</li>
  18.             <include href="incExtendField_002.xml#xpointer(*/list/extend[@idref='prcdrPartner001'])"/>
  19.             <li>On the <emph>View</emph> menu, click <emph>New Follow-up Note</emph>.</li>
  20.             <li>Click <emph>Add</emph>.</li>
  21.             <li>Enter the appropriate information.</li>
  22.             <ul>
  23.                 <li><emph>Category</emph>. Select a type of follow-up note.</li>
  24.                 <li><emph>Subject</emph>. Enter a short subject that will help you remember the note's content.</li>
  25.                 <li><emph>Notes</emph>. Enter more details.</li>
  26.                 <li><emph>Follow-up date</emph>. Select a deadline, if applicable.</li>
  27.                 <li><emph>Amount</emph>. Enter a price or total, if applicable.</li>
  28.                 <li><emph>Related Web site</emph>. Copy and paste relevant Web addresses.</li>
  29.                 <p>MoneySide will automatically prefill the Web address of the site you're viewing as you create a new note.</p>
  30.             </ul>
  31.             <li>Click <emph>Enter</emph>.</li>
  32.         </ol>
  33.     </content>
  34.     <footer>
  35.         <include href="Learnaboutmoneyviewerfollowups.xml#xpointer(*/index/klink)"/>
  36.         <include href="Createafollowupinmoney.xml#xpointer(*/index/klink)"/>
  37.         <include href="Troubleshootfollowupnotes.xml#xpointer(*/index/klink)"/>
  38.         <include href="Vieworeditfollowupsinmoney.xml#xpointer(*/index/klink)"/>
  39.         <include href="Vieworeditfollowupsinmoneyviewer.xml#xpointer(*/index/klink)"/>
  40.     </footer>
  41. </topic>
  42.