Use this screen to view and add notes in a workfile. Selecting the note type hyperlink in the left pane opens the tab associated with it.
Description of fields on the screen
Field Label | Description |
---|---|
Views (pane) | When you select a group in this pane, the note type associated with that group appear in the left pane. |
Use this option to print the notes listed on your screen. | |
Print Preview | Use this option to view the notes listed on your screen. |
Type | Note types are grouped by category. Each category can have multiple types. Note types are set up in the Basic Settings section of your profile. |
Note | This is the body of the note that was entered when the note was created. |
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