The Notes Module is a useful tool for recording findings from your audit.
Notes display the author's name, the timestamp for when the note was last modified, and the document and page to which the note is linked. Notes are designed to document small pieces of information. Since Notes do not auto-save, it is recommended that you utilize the Letter Module to record lengthy findings, such as filling out forms.
Adding a Note
To create a new Note, click the blue + New Note button in the top right of the Notes Module.
Once filled out, be sure to click Done to save the Note.
Edit or Delete a Note
A user can Delete or Edit their own Notes by selecting the appropriate action at the bottom right of the Note. Supervisors can delete or edit others' Notes.
Filtering Notes
Quickly navigate to a specific note by using the Quick Filter. This typeahead filter allows you to narrow down notes with the keywords entered.
You can also filter Notes by color. This will allow you to filter by the highlight color used to create a Note linked to a Markup.
Click the Filter by Color button located next to the Notes Quick Filter.
Select the color preference(s).
Click Apply.
Sorting Notes
You also have the ability to sort Notes by Date Added, Author, or by Document to which the Note is attached.
You can also change the order from descending to ascending order by selecting the appropriate directional arrows.
Attaching a Note to a Document's Page
Adding a Note while a page is open in the Library Module will automatically attach that Note to that page. This will add a link to the page at the bottom of the note.
When a user clicks on the link at the bottom of the Note, the Library Module will open the corresponding page.
