Add a Document Note

Notes are an easy way to mark or organize your documents. Adding notes can help you identify your document at a glance without having to download and open the file. 

Follow the steps below to add notes to a document.

  1. Select Documents > Browser.

  2. Use the Search field or the Advanced Search button to locate the file.

  3. Locate the Document and click on the Notes icon in the Document row.

  4. Add notes associated to this document.

  5. Click Save.