Add a Note to a Document, Mailing, or Survey

You can use notes to provide additional information about the content that can be viewed by staff members as they are working with the document, mailing or survey.

1. On the Summary tab of an open document, mailing, or survey, click the Notes tab.
2. Click Add.
3. Enter the note text in the text field.
4. To sort the notes by ascending or descending date, click the Sort drop-down list and select the sort option.
5. To edit an existing note, click Edit next to the note.
6. To permanently delete a note, click Delete next to the note.