Add Notes and Attach Documents and Links to a User

This article details how to create a Note and then attach document(s) and link(s) to a User.

Adding Note(s) to a User:

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Users.
4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

   Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

5. Upon the User Edit page displaying, click the Attachments link located under the Others navigation menu.
6. From the Notes sub-tab click New.
7. From the Add Note dialog box select a note Type from the following available options:
   1. Alert
   2. Hourly
   3. Invoice
   4. Notice
   5. R&D
   6. Rejection
   7. Specifications
   8. Status
8. Decide whether the note should be public or not, and select the Public box accordingly.
9. Enter your note in the Note box.

   Note: You can customize the message body using the Rich Text Editor. For formatting options and features, see Rich Text Editor.

10. Select one of the following:
    1. Cancel: To cancel your changes and to return to the previous page.
    2. Save & New: To save the Note and create a new one.
    3. Save & Continue: To save the Note and continue editing it.
    4. Save & Close: To save the Note and close the dialogue box.

       

       Note: When creating a new Note, You must save the Note to be able to access the Note Attachments tab. Refer to Add Attachments to a Note and Add Links to a Note for further details.

Add Attachments to a Note

1. From the Add Note dialog box, navigate to the Attachments tab.
2. To attach a document either:
   1. Click the Add Document button.
      1. Click Browse to upload an individual file. You may also attach multiple files by holding down either the CTRL or Shift key, and selecting more than one file.
      2. Click Open.
      3. You will see your files appear in the Attachments tab.
   2. Drag files from your computer to attach them to your Note by following these steps:
      1. Open File Explorer.
      2. Navigate to the folder with the documents that you want to upload.
      3. Drag the files to the space where you see: You can drag and drop any document into this area.
      4. You will see your files appear in the Attachments tab.

      

   Tip: You can click Cancel to cancel the document attachment process and to return to the previous state of the dialog box where you can choose to include a Link instead, for example, without the need to close it.

Add Links to a Note

1. Click the Attachments tab.
2. Click the Add Link button.
3. Enter the following information:
   1. Name: Enter the Name of your Link.
   2. URL: Enter the URL.
   3. Description: Enter a brief description in the Description box.

   

4. Click Save or Cancel.

Viewing and Managing Notes

1. Note that a counter is present on the Note tab, indicating the total number of Notes present for your User.
2. Searches can be performed based on Note Type, Modified by or Created by criteria.
3. Upon returning to the Notes tab you will notice a counter on the attachment icon against your Note, indicating the number of attachments.
4. Hover over the Note column to preview the content.

   Note: Formatting is not displayed in this preview.