Notes Tab Screen

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.
Print 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.

Overview

Workfile - Notes Tab

See Also

Adding a Note

 

 

 

 

 

 

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