Pauline Atumbe
Updated :
The note allows users to enter information in a text field and highlight content using bold, italic, and underline formatting.
From the icon available under the "+" in the documentation panel:
- Write the note
- Click Save/Finalize
The date, time, signatory, and nominal information are available in the "Details" section of the note.
Attach a document to the note
It is possible to attach documents from the record to a note. These will be available as hyperlinks and can be viewed from the chronological view.
To attach a document:
- From the three dots menu, click the "Attach Documents" button
- Select the documents and confirm