Use notes on folders and documents

With Notes you can convey important information on a specific folder or document to others within the organization.

You can add notes with or without an alert. To do so, first select the folder or document you wish you add a note to via left-click.

Then, hover over the down arrow and click Notes. You can also Right-click on the content and click Notes.

The Document Notes window appears, allowing users to see existing notes and add new notes.

Add a note by selecting the Add Note button. Fill in the Subject and Note fields. You may also check the Alert box if you wish to display a note alert for other users.

When the Alert check box is selected, the document displays a red bell in the lower-left of the document's specific extension icon (leftmost column) to inform users to check the note.

To remove the red alert bell, clear the alert box by selecting Notes again and clearing the Alert box.

A note indicates the date and time and the user who added the note on the Document Notes screen. The following information is displayed within the columns:

• Subject: Subject of the note set during creation.
• Created By: The PSIsafe user who created the note.
• Created On: The date when the note was created.
• Alert: The check box used to display the Alert notification.

You can edit and delete notes via their corresponding buttons within the rightmost column of the Document Notes screen.