Fields: Adding notes to document records

Notes can be added to document records from the Documents tab. Use notes to provide important details that staff or administrators may need to know when viewing documents. After notes have been added, they can be edited or removed from a document record.

Note

Lets you enter the text for the body of the note.

Note Type

Specifies the type of note. For example, you might have some notes that are categorized as General notes while others are Supplementary Information notes. If the Note Type that you want is not already in the system, you can add one by clicking Add Note Type. You can configure the Note Types that are available in your system on the Management module Admin page (for more information, see Note Types).

Document

Specifies which document the note applies to.