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Adding and Viewing Document Notes

  1. In the left navigation pane, click Documents, and perform a search to locate a document.

  2. Click the Actions menu next to the document title.

  3. Click Add/View Notes.

    • The Document Notes window appears.

  4. Click Add Note.

  • The Add Note window appears.
  1. Enter the content for your note, and click Save.
  • The note appears in the Document Notes window with the username of its creator, and the date and time that it was saved.

  1. To view a long note without scrolling, click the Expand button () next to the note metadata. The View Note window appears.

  2. Close the View Note window and the Document Notes window.

  • On the Documents screen, the Note icon () appears next to the document title.