Notes

What you see

1. TabsOpen, Ready, Done and All.
2. Document filterAll documents, or one document with all its versions.
3. Note cardStatus, who wrote it and when, the words it is pinned to, the note itself and the document, version and line.

Add a note

1. Open a document in the reader and select the words the note is about.
2. Choose Add note (or press N).
3. Write the note and save it; it shows in the reader margin, here, and on the page of every entity its passage mentions.

Move a note along

1. Select Mark ready when the note is handled and waiting for a check.
2. Select Mark done once it is checked.
3. Select Reopen to send it back to open.

Good to know

• Notes are for your team; they never become canon.
• Comments in an imported Word file become open notes by the person who uploaded it.
• A note on an older version is shown where its words still appear. If they now appear in more than one place it says Needs re-anchoring.

Who can do what

Viewer

Read every note.

Editor, admin, owner

Add notes and move them between open, ready and done.

Roles are per studio. Roles and permissions has the full list.