Document notes are notes that apply to all of the documents based on a given document type in a given General Document Binder package. You can utilize these notes, for example, to explain to the user the purpose of certain fields in the document. Note that you can create notes only for documents that are represented in the current General Document Binder package.
To open this dialog, select the Document Notes folder, and select Actions > New Document Note.
Document type
Select the required document number from the list.
Template
Select the required template from the list or select Select to display all available templates.
Document note
Accept the default note name, or type a unique note name.
Description
Accept the default description, or type your own description. This description appears in the right pane of the Document Binder window when you select the Document Notes folder on the tree view.