UTA Level One Notes Exchange

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UTA Level One Notes Exchange

Level 1 Notes can be Exchanged as discreet entities.

Unlike UTA Data Exchange , the Notes Exchange happens in real time (immediately) and no unpacking is required. It uses the same encryption key for encryption/decryption, thus has the same level of security as the UTA Data Exchange.

Benefits include:

  • No unnecessary information is sent (files, custom fields and notes).
  • Significantly less bandwidth used for data transport.
  • Reduced CPU utilization for encrypting and decrypting data


Overview

  • Export Notes button beside the Export Level One

New Export Notes Button


  • Select target server

Select Target Server


  • Review recipient server response

Review Recipient Response


  • Add the New Notes icon to the Level One List View on the recipient server.

Add New Notes Icon


  • The New Notes icon is displayed in the List View, and will be removed once the level one record has been viewed.

Icon Displayed on List View


Notes