How to Add and View Notes in submissions

How to Add and View Notes in submissions

  1. Access the Submissions records list.

  2. Click on a Submission record in the list to open the The ‘Submission’ page.

Add a new Note

  1. Click the Add Note 1 icon.

  2. Enter the Note text in the edit area 1. Then click the Save 2 icon to save this note. (Or, click the Cancel 4 icon.)

View Notes

  1. On the ‘Submissions list’ page, hover over the Options Menu icon to display the options. Click the ‘Hide/Show Columns’ 1 icon.Click, hold and drag the Notes 2 Column into the Submission columns.

  2. The Notes 1 are displayed in the Submission List.

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