Add a note to your plan/file

To add a note to a selected plan or file, follow the steps below.

Step 1:  Go to documents and click on a folder

Go to your project documents and click on a folder.

Step 2:  Click the notes icon button

Click the notes icon button displayed on the right-hand side of your plan/file, or click the overflow button on the right-hand side of your file's block and select "View notes" from the menu.

Tip: you can add a note to selected plans/files in bulk by clicking the"ADD NOTE" button located on the bottom toolbar.

Step 3:  Add a note

Click into the text field and type to add your note. After you have finished typing, click the "SAVE" button.

You can also add any related attachments by clicking on the paperclip icon and selecting files from your device.