Content Manager 25.1 Office Integration Help

# Notes

The Notes function enables you to enter additional details or information regarding the item you are working with.

This is usually information that you cannot enter in any of the other fields.

See Adding Notes to objects for information on adding Notes to Content Manager objects, such as Locations.

## Adding Notes to records when you have permission to edit existing Notes

1. To add Notes to a Content Manager recordt, right-click on the item, point to Details and then click Notes.

The Notes dialog appears.

1. Click User Stamp to add your details as the person who entered the note and when.
2. Type in the additional information to be added to the item.
3. To edit existing Notes, click into the Notes text to be changed and make the required changes.
4. Click OK.

## Adding Notes to records when you have permission to append Notes only

Depending your user permissions and the setup of the Record Types, the Notes dialog will display existing Notes in a read only field and you will be able to add new Notes using the Add to Notes section.

1. In the Add to Notes field, type in the additional information you want to add to the record.
2. Depending on your permissions, you may have the option to select the position that the Notes are added. Select from:

- At the Start - select this option to add the new Notes to the start, before the existing Notes.
- At the End - select this option to add the new Notes to the end, after the existing Notes.

1. Select Insert User Stamp to add your user name and a date/time stamp to your added Notes.
2. Click OK.

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Version 25.1 | Last updated July 2024
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Product: Content Manager 25.1

Topic Title: Notes