Adding and Viewing Document Notes

  1. In the left navigation pane, click Documents, and perform a search to locate a document.

  2. Click the Actions menu next to the document title.

  3. Click Add/View Notes.
    • The Document Notes window appears.
  4. Click Add Note.
    • The Add Note window appears.
  5. Enter the content for your note, and click Save.
    • The note appears in the Document Notes window with the username of its creator, and the date and time that it was saved.
  6. To view a long note without scrolling, click the Expand button () next to the note metadata. The View Note window appears.

  7. Close the View Note window and the Document Notes window.
    • On the Documents screen, the Note icon () appears next to the document title.