Manage notes

You can create and manage personal notes in documents. This section details the steps to add, view and delete notes in a Panviva document.

Note: Your notes are not accessible by other Viewer A user role with read-only access to Panviva documents who can also submit feedback. users. However, the person responsible for maintaining the document in Manager An administrative role responsible for managing workflows, feedback, and document assignments. can view all users' notes.

  1. Open a document in Viewer.

  2. Click More More menu.

  3. Select Actions > Add a note.

    The Add note dialog box displays.

  4. Type a note.

    Note: The maximum characters is 3,000.

  5. Select Add Note.

  6. To view your note, click Notes Notes at the bottom of the toolbar.

Your note(s) associated to that document will appear.

  1. Open a document in Viewer.

  2. Click Notes Notes at the bottom of the window.

    Your notes associated to that document displays.

  3. Click Delete.

    The "Are you sure you want to delete this note?" dialog box displays.

  4. Click Delete Note.

The selected note is removed.

Note: If this is the only note, the 'Note' icon is also removed.

If a Notes dialog box displays:

There are no notes on the document.

To... 

Then click... 

Add a new note  

Add new note

Return to the document  

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