Adding notes

You add comments to a document by creating notes that you then save with the document. Notes can be either private or public, depending on whether or not you want other users to be able to read them. You must be granted permission by your Content Manager OnDemand administrator to create notes. However, you do not need permission to view notes that have been saved as public, or private notes that you have created.

About this task

If Add Note is greyed out, you do not have permission to add notes or a document is not associated with this item. Contact your Content Manager OnDemand administrator if you need to add notes.

To add notes to a document:

Procedure

  1. Click Notes > Add Note.
  2. Type your comment in the Add a Note window.
  3. Click either Public, Private to user, or Private to group depending on whether you want other users to be able to read the note or not. If you select Public anyone will be able to read the note. Private to user means that only you can read the note. Private to group means that only the users in the group that you select from the dropdown list will be able to read the note.
  4. Optional: Click Note can be copied to another server if you want to be able to copy the note to another server.
  5. Click Save. Important: When you have saved a note, you cannot change it. You should check the contents of your note carefully before you save it.
    Content Manager OnDemand displays a note mark (a yellow 'document' icon) in the first column of the Document List to indicate that a note was saved for that document.
  6. Click Options > Document Page Note Marks to specify how you want note marks to be displayed.