General - Notes

Adding a New Note 

Step     Action

  1.      Select {New} under Notes.



          A New Note modal will open.


  2.      Complete the fields.


Field
Action
Label
Select a Label from the drop-down.
Sticky (Option not available on all notes)
Default set to No. If toggle switched to Yes, drop-down will become visible to add a Type.

Note: For more information on Sticky Notes, see Internal Documentation - Notes.
Type (Option not available on all notes)
Select applicable note types from the drop-down. The Type options cannot be customized and will vary based on where the note is being created.

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



  

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



Editing Notes

Step     Action

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

            that appears on the right-hand side of the name. An Edit Note modal will open.



  2.      Make required changes.

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



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.