Record Audio Messages for Material Entry Conversations

Use the Material Entry Approval submodule to record audio messages for material entry conversations.

To use Material Entry Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To record an audio message for a material entry conversation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Approval > Material Entry Approval.
  3. Highlight the material entry of the conversation that you want to record an audio message for and on the side toolbar of the right pane, click Material Conversation.
  4. 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.
  5. After recording your audio message, click Record an audio message again and enter a file name for your recording.
  6. Click OK.
    The saved audio recording appears as an attachment.
  7. 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.