Add Notes to a Document

You can apply notes to documents using the Add Note dialog.

To add a note to a document, follow the steps below:

1. From the dashboard, click the TrialDirector 360 module.

   

2. Click the EVIDENCE tab in the left navigation panel.

   

3. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.

   

4. Open the Documents Explorer by selecting the Documents tab in the top-left corner of the page.

   

   If the explorer is hidden, you can use the Explorers dropdown in the main menu to view it.

   

5. In the Documents Explorer, locate the needed document. Open the Document Work Area by double-clicking on the appropriate document, or by selecting it and clicking the Open Item button in the Explorer ribbon bar.

   

   The Document Work Area opens.

6. Click the Notes button in the Document Work Area ribbon bar.



The Add Note dialog appears.

7. Fill in the information for the note.

Fields in the dialog include:

• Name - The name of the note.

• Description - A short explanation of the note.

• Note Type - A selection from the type of notes available. Choose the type you feel appropriate.

• Note - The actual note you want to apply to the document.

With the information filled, you can move on to the next step.

8. Click the Save button.

 

Note: You can view any notes applied to the document in the Details panel and the Notes Explorer.

 

Related Topics

Overview: Documents

Change the Details or Properties of a Document

Create a Notes Report