WorkBook

Record Audio Messages for Briefing, Description, Price, Purchase Order, or Invoice Conversations

Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to record audio messages for briefing, description, price, purchase order, or invoice conversations.

To use the Briefing submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Description submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Purchase Order submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To record an audio message for a briefing, description, price, purchase order, or invoice conversation:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job of the conversation that you want to record an audio message for.
  3. Take one of the following actions:
    • On the side toolbar, click Briefing.
    • On the side toolbar, click Description.
    • On the side toolbar, click Price.
    • On the side toolbar, click Purchase Order.
    • On the side toolbar, click Invoice.
  4. Click the Briefing Conversation , Task Conversation , or Conversation tab.
  5. Under the Type a comment or drag files here field, click Record an audio message and start recording your message.
    Note: You can use either your computer's default microphone or attach an external one.
    The Record an audio message icon turns red while recording is ongoing.
  6. After recording your audio message, click Record an audio message again and enter a file name for your recording.
  7. Click OK.
    The saved audio recording appears as an attachment.
  8. In the Type a comment or drag files here field, enter your comment and click Publish or Private.
    WorkBook displays the new comment at the bottom of the list of comments.