UTA Level One Notes Exchange

UTA Level One Notes Exchange

Level 1 Notes can be Exchanged as discreet entities.

Unlike the 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

• Select target server

• Review recipient server response

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

• 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