Working with Doclet Workflow Notes

You can use Doclet Workflow Notes (Doclet Notes) to add commentary and discussion notes to doclets during the development and approval process.

Authors add key context when submitting a doclet for approval, and approvers provide feedback when returning it for revision or rejecting it.

To add a Doclet Note:
  1. Select a doclet in the report package.

  2. Click Doclet actions. next to the doclet name.

  3. Select Act on Content, and then click Add Doclet Note.


    Add Doclet Note

  4. Click add doclet icon, and then enter the text or comment for the doclet.

  5. Optional: You can add rich text formatting to your note text.
    1. Click the Rich Text Editor icon.
    2. Apply additional formatting within the Rich Text Editor dialog.
    3. Click OK or Cancel.
  6. Optional: You can add an attachment to the note.
    1. Click the Attachments icon, and then choose the required file.
    2. Click Attach.
  7. Click Post.

    When a note is added, a notification is sent to all authors and approvers on the doclet.

To edit or delete a Doclet Note:

Only the Doclet note creator can edit their note.The note can be deleted by the doclet note creator or the Report Package Owner. If the note has replies, the replies must be deleted then the note can be deleted.
  • Select the note in the list and click the edit_icon to edit.
  • Similarly, to delete a note, click delete_icon icon.

Add and Delete Doclet Note icons

To reply to a Doclet Note:
  1. Select a note from the list.
  2. Click reply_doclet_note_icon icon, and then enter the text for the reply.

    Reply Doclet Note icon

  3. Optional: You can add rich text formatting to your reply text.

  4. Optional: You can add an attachment to your reply.
  5. Click Post.