On the CitiDirect navigation bar, click Maintenance, and then click Automated File and Report Delivery. The Automated File and Report Delivery Summary Form appears.
From any tab on the Automated File and Report Delivery Summary Form, select a scheduled event. When entering or viewing comments, scheduled events must be selected individually.
Click Other Options and then click Comments. The Comments dialog box, listing any existing comments for the selected scheduled event, appears.
To enter a new comment for the selected scheduled event, click New. A Details Dialog box appears.
Enter any comments you want to add in the Comments text box and click Save. The Comments text box clears.
Click Close to return to the Comments dialog box.
Click Save to save the details of any comments you entered. Note: Comments saved on the Details Dialog box will not be saved with the scheduled event until they are saved from the Comments dialog box.
Notes:
To print the details of a comment, click Print on the details dialog box.
To see the details of an existing comment, double-click the comment in the Comments dialog box. A Details Dialog box appears. Click Close to return to the Comments dialog box.
To close the Comments dialog box without saving any comments, click Cancel.
Comments are cumulative. The date and time the comment is entered is saved, along with the name of the person who entered the comment.