General - Notes

Adding a New Note 

Step     Action

  1.      Select {New} under Notes.

          A New Note modal window will open.

  2.      Complete the fields.


Field
Action
Label
Select a Label from the drop-down.
Sticky
Default set to No. Toggle switch to Yes to add a Type.
Note: The Type drop-down will appear after selecting Yes.
Type
Select applicable note types from the drop-down.
Note Content
Enter note content.

Note: The icons on the bottom left corner can be used to toggle between design mode, html mode, and preview mode.

Although it is not possible to add an attachment (such as a .PDF file or working document) into your notes, it is possible to use the Insert/Edit URL link to create a link to the destination where you have hosted these files on an external server or cloud service.

For longer notes, a scroll bar will appear on the right-hand side to allow for easier viewing of content OR you can resize the note content window by click, hold the small triangle in the bottom right corner of the note content and drag to make it larger.


           Note: For more information on Note Types and Sticky Notes, see Internal Documentation - Notes.

  

  3.      Select {Save}. A results window will pop-up to indicate the note has saved
           successfully.

  4.      Select X to close pop-up results window.


Editing Notes

Step     Action

  1.       Hover mouse over the name of item to be edited under Note. A pencil icon will

           appear on the right-hand side of the name. Select the pencil icon.

           A modal Edit Note window will open.

  2.      Make required changes.

  3.      Select {Save}. A results window will pop-up to indicate the note saved successfully.

  4.      Select X to close pop-up results window.

Deleting Notes

Step     Action

  1.       Select entries under Notes to be deleted by checking boxes on the left-hand side.

            All entries can be deleted by checking box to left of {New} under Notes.  

  2.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.     Select {OK} to delete selected items. A results window will pop-up to indicate

          the selected notes have been deleted.

  4.      Select X to close pop-up results window.