Add New Note

To add a new note to your file, hover over the Notes menu item and select and select Add New Note from the fly out menu.

Note Type - This will default to User and is not changeable by you.

Subject - Enter the subject of the note. The subject entered is what appears in the Notes list for quick reference.

Body - Enter the details of the note.

Created At and Created By - These fields will complete automatically when the note is saved.

Updated At - This field will complete automatically if a note is edited.