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