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Notes (Admin)

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Standardize Notes at the company level and then assign them to any assembly or package.

To create a Note:

  1. Click New Note and enter the text as you want it to display.



To add the note to an assembly:

  1. Click the Notes tab.
  2. Click New Note.
  3. Click the the Name field (Empty) and then click the Specify Name drop-down. Your list of company notes will display.



  4. Select the note and click Save. The note will save along with the user name and date-time stamp. In addition, the Notes tab will display how many Notes are associated with the assembly.



To add the note to a package:

  1. Click the Notes tab.
  2. Click New Note.
  3. Click the the Name field (Empty) and then click the Specify Name drop-down. Your list of company notes will display.



  4. Select the note and click Save. The note will save along with the user name and date-time stamp. In addition, the Notes tab will display how many Notes are associated with the assembly.




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