Add Notes

Users can add notes to Folders or Sections within Folders in the Document Review Log.

Steps to Create Review Log Notes

1. Click Document Management > Search Folders.

2. Enter search criteria as necessary to locate the Folder you want to add notes to.

3. Click Search.

4. From the search results, select the checkbox next to the Folder you want to add notes to.

5. Click Open Folders. The Document Management screen displays as shown below.
   
   
   

6. Right-click the Folder you want to add notes to. A menu displays as shown below.

NOTE: After clicking on the Folder, you will be prompted to load a review layer. Load a review layer as explained in steps 6-9 in Load Review Layer. After loading a review layer, repeat step 6 as described above.

NOTE: The image above shows what displays when a review layer has been loaded.

7. Click Document Review Log. The Document Review Log displays as shown below.
   
   
   

8. From the drop-down menu, select the Folder/Section you want to add notes to.

NOTE: To change the Document Review Status, click the drop-down menu, select a Document Review Status, then click Modify.

9. Click Add Note. The Notes field will become enabled.

10. Enter Notes in the space provided.

NOTE: To link the Notes with a specific Page, select the Link To Page checkbox, click the drop-down menu, then select a Page from the list.

11. Click Save. A verification message displays as shown below.
    
    
    

12. Click OK.

13. Click Close.