DocMgt

Allow Editing

Turn this on to allow notes to be edited. By default, this is turned off.

Who Can Edit

Turn this on to allow anyone to edit notes or off to only allow the original user to edit. By default, this is turned off.

Private Notes

Turn this on to allow private notes or off to disallow them.

Note Types

If you wish to allow users to select a Note Type for their notes, you can provide them with a list of allowable types here. Enter one type per line. This provides users a way to filter the notes in the list as well.

Quick Notes

This section is used to create what we call "Quick Notes." Quick Notes are preset notes that can be selected by users when entering Record or Document notes.

Quick Notes are perfect for times when the same or similar notes are applied to many Records. When entering a note, the user will have the option to select from the Quick Notes menu if any Quick Notes have been defined for the given Record Type. When they select the Quick Note, it is added to the Note at the current cursor location.

Note Name

This is the name or description of the note that the users will see in the list of available Quick Notes. Keep it brief but show enough so they know the use of the note.

Full Notes

This is the actual text that will be added into the notes when the user selected this Quick Note. You can use variables such as [USERNAME] or [DATE] in your note to make the note more dynamic. This is useful for adding a note that includes the current date or time in the text or even a date in the future or past automatically.

Here is a list of the variables that can be used: