Add Notes to a Document
You can apply notes to documents using the Add Note dialog.
To add a note to a document, follow the steps below:
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From the dashboard, click the Fact Management module.
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Select the Case Story tab in the left navigation panel.
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Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.
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Open the Documents Explorer by selecting the Documents tab on the left side of the page.
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In the Documents Explorer, locate the needed document. Open the Document Work Area by double-clicking on the appropriate document, or by selecting it and clicking the Open Item button in the Explorer ribbon bar.
The Document Work Area opens.
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Click the Notes button in the Document Work Area ribbon bar.
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Fill in the information for the note.
Fields in the dialog include:
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Name - The name of the note.
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Description - A short explanation of the note.
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Note Type - A selection from the type of notes available. Choose the type you feel appropriate.
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Note - The actual note you want to apply to the document.
With the information filled, you can move on to the next step.
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Click the Save button.
The Add Note dialog appears.
Note: You can view any notes applied to the document in the Details panel. |
Related Topics
Version: 2023.8.12
Last Revision: 11/8/2023