Any user may create a note, but only the person who creates a note can later edit it.

To create or edit a note

  1. Open Properties for the relevant resource.
  2. Click the Notes tab.
  3. Either:
    • to create a new note, click New; or
    • to edit an existing note, double-click the title, or click the title so it is highlighted and then click Open.
  4. Choose the type of the note from the pull-down list (see About Notes).
  5. Enter or edit the Title of the note in the text box at the top of the page.
  6. Enter or edit the text of the note in the larger text box. Use the toolbar to apply any formatting required.
  7. When you have finished entering the text of the note, click the Sharing tab and select a sharing preference (see Sharing of notes).
  8. Click the Save Note and Exit button on the toolbar:  .

Note: Other Toolbar buttons related to saving a note are:
Save note - this saves the note without exiting from the Note window.
 Discard changes and exit - this closes the Note window without saving any changes. You can also use the Cancel button in the lower right corner for this.

To attach a file to a note

  1. Open the note and go to the Attachments tab.
  2. Click New. The Attachment upload window opens.
  3. Click Browse and locate the file you want to attach.
  4. Click Open and then OK.

Note:  In order to attach files to the note, you should save the note first and, only then attach files  to the note on the Attachment tab.

To remove a file from the note

  1. Open the note and go to the Attachments tab.
  2. Choose the note you want to delete and click Delete.
  3. Click OK to confirm deleting.

See also Notes Management Tool and Deleting a note.