Creating Notes

You can use notes to provide additional information or questions about the submission to a Carrier user. You can add general notes, and you can link notes to a specific field within the application.

The What’s New for this Submission panel of the Overview tab records the adding, modification, or deletion of notes.

Any note that you add is available to the Carrier users who open the submission. You can edit and delete any notes that you create.

To add notes:

1. When the submission is open, click Notes under Collaboration Tools. The Notes window appears.
2. Click New Note. A note pad appears, with the current time and your user name.
3. Enter the note, and then do any of the following:
• To associate a note with a field, click the push pin icon and then drag the note to the field with which you want to associate it. A note icon appears next to that field on the form, and when you click the note icon, the note displays.
• To delete a note, click Delete and then click Yes on the confirmation dialog.

To edit an existing note:

1. Open the Notes window by clicking Notes under Collaboration Tools.
2. Select the note you want to edit, and do any of the following:
   • To edit the text of the note, select the text box, and then edit the text. You can replace the existing text, add to it, and delete some or all of it.
   • To link the note to a field, click the push pin icon , and then drag the note to the field with which you want to associate it.
   • To remove a link between the note and a field, open the note and click Unlink.
   • To delete the note, click Delete. A confirmation box prompts you to confirm that you want to delete the note. Click Yes to delete the note.

To close the Notes window:

When the Notes window is open, click in the upper-right corner of the window, or click Notes under Collaboration Tools, to close it.

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