You can add notes to a file in order to maintain a virtual record of the related activity. You might add information about phone calls that you have made, information that was sent or received, follow-up that is required, etc. You may enter four types of notes:
- File notes
- Folder notes
- File calculate notes
- Folder calculate notes
As you follow our examples in this section to create notes, you will find these guidelines helpful.
- Notes may be entered at the file or folder level.
- Notes entered at the file level are assigned the File Notes document type.
- Notes entered at the folder level are assigned the Folder Notes document type.
- Existing notes may not be edited.
- In certain circumstances, you can merge notes from multiple files and designate the default note (the note document to which new notes will be added) if the file has more than one note.
- Header information that includes the date, time, user name, user ID, and drawer, and file number is added to the notes automatically.
- Notes are single page documents. The notes are in chronological order beginning with the most recent.
- Notes must be set up in ImageRight Enterprise Management Console as approved entries in the file structure. Contact your ImageRight system administrator for information if you are unable to add notes to a file.
For more information about adding the different types of notes, use the links below:
See Also