Notes

Notes are visible in all the revisions of a document. You can use public or private notes.

When the note has the Visibility state set to Private, it can only be viewed by the selected users or project members in that role(s).

Important: Project administrators can view all (public and private) communications.
Remember: Notes attached to a document or a contact cannot be deleted once added.

Add a note to a document

  1. Click Files app in the toolbar.
  2. Select the applicable folder.
  3. Select the applicable document.
  4. Click the ellipsis button at the top of the content pane.

    A context menu pops up.

  5. Click Add note.

    The Add note window appears.

  6. Enter a Subject.
  7. Choose between Public and Private visibility.
  8. Write a description.
  9. Click Add.

    A pop up window informs you that the note is uploaded.

    If applicable, click Send notification in the pop up window to inform users by email.

    A note icon is added to the document in the content pane.

Remember: Notes are added to the document in its entirety. It is not possible to filter notes added to a document by revisions.

Add a note to a contact

  1. Click Address Book app in the toolbar.
  2. Select an address book folder in the tool menu.
  3. Select a contact in the content pane.
  4. Click the ellipsis button at the top of the content pane.

    A context menu pops up.

  5. Click Add note.

    The Add note window appears.

  6. Enter a Subject.
  7. Choose between Public and Private visibility.
  8. Write a description.
  9. Click Add.

    A note icon is added to the contact in the content pane.

Note: When a note is attached to a contact, the note will be visible wherever the contact is shown.