8 Adding a note for your team

1. Click the Notes tab to add a note to be shared with your CRO or sponsor.
2. Add a highlight and summary of the note.
3. If appropriate, you can attach a document to a note. Click Attach File and browse to locate the file. Oracle Site Activate will complete a virus scan on the file.
4. Click Add to send the note.

   You can also add a note for a contract, document, or submission item within the subject area widgets. For example, click the Document Activities tab, click the document name, enter your note, then click Done.

   As you add notes from the Notes tab or from within an activity widget, the note history will also be visible in the Notes tab. Previous notes display below the Note form and you can edit them if necessary.

   

   You can view replies for notes that have been shared with you and reply to specific notes. If you reply to a note, you’ll see the original shared note and any existing replies in read-only mode. In addition, you can edit any note you create and reply to any note you create.