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Adding and Viewing Document Notes

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

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.
5. 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.
6. To view a long note without scrolling, click the Expand button next to the note metadata. The View Note window appears.
7. Close the View Note window and the Document Notes window. - On the Documents screen, the Note icon appears next to the document title.