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. |
| 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. |