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A Company Note is a standardized note. An Assembly Note is specific to the assembly and cannot be applied to a different assembly or to a package.

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Notes Tab

There are 2 kinds of notes.

A Company Note is a standardized note defined under Admin > Company > Notes and displays in the Notes section of the Tag tool in the Packages Viewer and the Assemblies Viewer.

An Assembly Note is specific to the assembly and cannot be applied to a different assembly or to a package. It's a one-off note. The following are the steps to add an Assembly Note to an assembly.

  1. Click the Notes tab, click the New Note button, enter the note, and save. The note will display.

  2. To apply the note to an assembly/spool:

    1. Click the TAG button to display the Annotation Tags dialog.

    2. Under Annotation Tags, select Notes.

    3. Under Notes, select the note.

    4. To apply the note to a part, click the part. The note will display on the selected part's centroid.

  3. To delete a note tag:

    1. Individual tags - Individual tags can be deleted by clicking the tag's red x.


    2. All tag instances - All tag instances can be deleted in the Notes data table by clicking the Delete button. A prompt similar to the following will display.

Attachments Tab

The Attachments tab is populated automatically and manually.

Automatic Attachments

Automatic attachments are attached to an assembly when the model injects the attachment into the part. For example:

  1. When using Greenlee Bender software, the bend instructions are attached to the part and display in the Attachments tab. 

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  2. Click the .txt file and the instructions will display in a separate time along with a Download option. The action is similar when the .csv file is clicked. Once saved, these files can be applied at the bender.

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Manual Attachments

A manual attachment can be attached either by:

  1. Clicking the camera button when the device (like a table) is equipped with a camera.

  2. Clicking the Add an Attachment button where any file can be attached to the spool.

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Attachments can also be deleted by clicking the Delete button.