Adding Notes related to a Folder

The Notes tab of folder holds written details about its contents. Keeping notes helps users to understand what information a particular folder contains.

This article explains how to add notes to record information about an existing folder in the system.

Adding Notes

Let’s add notes related to a folder.

1. On the app homepage, go to the My Work tab on the left sidebar.

2. All the folders you have created, as well as those created by others, will be listed.

3. If you cannot locate a folder in the list, type in the Folder Name under Search Folders.

4. Click on the folder to open it.

5. Head to the Notes tab and click on the Notes box.

6. Text editor panel will be activated to add notes.

7. Type in your note in the text editor.

8. You also have the option to apply formatting to your note using the text-formatting bar. For example, you can click H1 to designate the note as heading level 1.

9. Once you have completed the necessary formatting, click Save.